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

Once you’ve run the Follow-Up Wizard, your default Follow-Up plan is created and ready to publish. If at any point you want to view or edit your plan’s configuration, simply click into the tile corresponding to the part of the plan you’d like to manage.Clicking the Follow-Up Emails tile will open the Emails Mapping matrix.

Emails Mapping

Email sets for your app are customizable within the Mapping matrix. Sets are divided up between Primary Result and Primary Care Physician status. This can create many sets, such as for those who want a different set of Emails for every Primary Result and every Primary Care Physician status. You can also create one single set of Emails that apply to all users regardless of Primary Results and Primary Care Physician status. To change your matrix, simply rerun the Follow-Up Wizard and choose a different configuration.

Primary Results are listed in the left column of the matrix. Primary Care Physician status is listed across the top row of the matrix.

How To Schedule and Modify Email Sets

Select which Email set you’d like to modify. Navigate to the lower right corner and select Change.

For the email(s) you want to change, click the Change link under that Email and a selection modal window will appear with all available Emails for the set. (Follow-Up Email content and availability is configured within the Emails section of Portal).

Preview and Select which Email you’d like to use from the selection modal window.

Next, schedule your Emails by inputting a number in the Delivery column for each Email (relative to number of days after a user completes the app). You can re-order your Emails by editing the Delivery day for each.

To remove an Email from the set, click the Remove link under that Email.

When you’ve finished customizing your Emails set, navigate again to the bottom right corner and click Save.How To Add Emails to Email Sets

Navigate to the lower right corner and select Change. Next, navigate to the lower left corner and click + Add email link. You may schedule up to 10 Emails per set.

Next, Preview and Select which Email you’d like to use from the selection modal window. Then, set the delivery schedule relative to the number of days after the user completes the app.

When you’ve finished customizing your Emails set, navigate again to the bottom right corner and click Save.Click Return to Plan button when finished. Click Publish button to make your changes live.