The Follow-up Wizard is a simple 3-step process that helps you to initially setup your Follow-up Plan. It can also be used to restructure your plan after you have setup your Follow-up Plan.

Step 1: Define your most important goal for your HRA

Pick the most important goal your organization has for your HRA.  This is used to help create and prioritize default content.

Step 2: Define your Calls-to-Action Plan Structure

Decide how much personalization you want to use for consumer Calls to Action.  This setup defines the structure of the Calls to Action section of your Follow-up Plan.  You can also choose to implement default Calls to Action here.

Step 3: Define your Follow-up Email Plan Structure

Decide how much personalization you want to use for consumer Follow-up Emails.  This setup defines the structure of the Follow-up Emails section of your Follow-up Plan.  You can also choose to implement default Follow-up Emails here.

Once you complete the Follow-up Wizard, you can review your Follow-up Plan and publish it to begin using it with your HRA.