Message Types

Message Types

Interactive messages that can include options like configurable ratings, multiple-choice questions and message exchange to engage recipients. There are many reasons a user may want to ask a question or to send a poll or survey to their care community, including:

  • Assessing experiences from a scheduled visit or appointment
  • Assessing experiences from an interview, discussion or interaction with staff
  • Requesting participation in an event or clinic
  • Likelihood of referral
  • RSVP to an event
  • Menu or activity preferences
Multiple Choice Questions

To include a multiple-choice question in your message simply:

  • ✔Open a template or create a new message
  • ✔Click the Message Type dropdown
  • ✔Select Multiple Choice Question
  • ✔Write your question
  • ✔Create options by clicking the green Add Choice button
  • ✔Remove choices by clicking the trash can

Add as many options as you like. Only one multiple-choice question per template is possible.

Rating Scale

To include a rating question in your message simply:

  • ✔Open a template or create a new message
  • ✔Click the Message Type dropdown
  • ✔Select Rating
  • ✔Write your question in the Question area
  • ✔Click the box above each number to edit the scale/rating to your liking
Text Response

Initiate a conversation and receive replies directly within the platform. A dedicated dialogue thread enables seamless back-and-forth communication until the conversation is concluded by the original sender from your organization.

To send a message and request a response:

  • ✔Open a template or create a new message
  • ✔Filter your audience as desired
  • ✔From the Message Type dropdown, select Text Response
  • ✔Send your message
Notification with Form

Attach a form or survey to you message to gather actionable information and insights.

To send a message with a form:

  • ✔Open a template or create a new message
  • ✔Filter your audience as desired
  • ✔From the Message Type dropdown, select Notification with Form
  • ✔Attach the desired form(s)
  • ✔Use a variable tag to automatically hyperlink the attached form(s)
To View Responses
  • Go to Main Menu ☰ > Sent Jobs

View Message Details

  • Under the Message Type column, locate the message you want
  • Click Job Info to see details

Check Responses

  • Each recipient and their response will be listed
  • For text responses, click the entry in the Answered column to view the full response
  • To see a visual breakdown of responses, click the Analytics button in the top-right corner

Send a Follow-up Message

  • Close the pop-up window
  • Select the checkbox next to the recipient(s) you want to follow up with
  • Click Send Message (top-right corner)
  • From the dropdown, choose a template or create a new message
  • Write and send your message as usual
  • ✔Internal and external appointments where a change has been made or feedback is required on the care plan, medication, diet, social or therapy services
  • ✔Resident intake and discharge where the care team and families require dialogue to execute plans effectively
  • ✔Announcing shifts and receiving responses/confirming staff shift assignments
  • ✔Enable staff to provide updates, responses or timelines on required training or certification

What’s Next?