Our email collections feature can really save time. If you have multiple HRAs, with a lot of risk levels, the management of follow-up emails can seem daunting. However, we have a solution. We created the “Email Collections” feature to save and replicate messages in a more efficient way.
Many of our clients are taking advantage of the HRA follow-up email system. This feature allows you to send up to three customizable messages to each consumer who completes an HRA. You can customize emails content by risk level and PCP status. You can schedule them throughout a year’s time. It is almost too much power.
By using the Variables provided when building out emails, the system will automatically populate items like the name of your organization, name of the HRA, organization contact information, and the user’s name and risk result. This means that you can use the same copy across multiple service lines. After creating the initial email with a variety of Variables, you’ll simply “Save to Collection.” Then you can then move on to the next risk level or next HRA and “Add from Collection” to automatically apply the same message.
The Collections feature gets even more valuable when it comes to editing follow-up emails. Rather than editing emails individually, you can simply go to the email Collections folder and edit the Collection email. When you hit save, the changes are applied anywhere the email is in use. Collections also work for CTAs too!
If you’re not already using this feature, ask your Strategic Client Partner for an updated demo of the Follow-Up system.
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