Analytics | Send A Follow-up Message

Analytics | Send A Follow-up Message

Filter recipients who you received a message with a Message Type by subgroup (i.e., no response, high rating on referral poll, flu shot clinic attendance), and select individuals you wish to include in a targeted follow-up message.

  • Filter and select your target recipients
  • Click the green Send Message button in the top right corner
  • From the Template dropdown, select the template you need, or
  • Select [New Template] to write a new message
  • Click Next

This will open either the template you selected or a blank message which you can then send to your filtered list who require follow-up messaging.

NOTE: To receive a follow-up message, each recipient must have the box to the left of their name checked. To select all, simply check the top box in the header menu.