Follow-Up CTA /Email Reports

Ever wonder which of your CTAs/emails are most effective?

We always encourage health systems to create an effective Follow-Up Plan, which include calls to action (CTAs) and a follow-up email campaign… but what are users really seeing after each HRA completion? What follow-up emails are they opening and most importantly, what content are they seeing?

Aside from your HRA result reports, our client management portal can track your Follow-Up Plan reports. This information is stored in the Reports Tab, under “Follow Up.” There are two different types of reports: CTAs and Email. These reports can also be downloaded for your reference.

Calls to Action

In this report, you can easily view:

the CTA’s for each risk category
the priority in which you have them set
how many impressions vs. click throughs
the overall click rate.

Emails

The email report shows:

each email that you have scheduled to go out for each risk category
timeframe they will be delivered
how many were sent
open rates
clicks rates
unsubscribe rates
bounce rate

We recommend that you look at this data periodically to determine if changes need to be made. We are happy to schedule a call to review your results and make recommendations to improve areas of your follow-up plan. Please contact a member of the Client Success team to set up some time. We are here to help!
Also, you can see other support articles about follow-up plans here: Follow-up plans