Support Articles

Follow-Up Plans

About Salesforce Marketing Cloud Integration

About Formstack Integration

What is a Follow-up Plan?

Managing Your Follow-Up Plan – Follow-Up Email Sets & Mapping

Managing Your Follow-Up Plan – Calls To Action Sets & Mapping

Follow-up Wizard

Follow Up Notifications – User Opt-in Configuration

Advanced Emails

About Salesforce Integration

Adding Comorbidity Filters for Emails

About the “Other Apps” Call to Action

About Follow-up Plans

About Conifer Health Solutions Integration

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