Support Articles

Follow-Up Plans

Advanced Emails

Adding Comorbidity Filters for Emails

What is a Follow-up Plan?

Connect Medicom Health Assessments to Your Marketo Account

How to Set Up Act-On Integration

How to Set Up Influence Health CRM Integration

How to Set Up Virgin Pulse CRM Integration (formerly Tea Leaves Health)

How to Set Up eVariant CRM Integration

About Private Health News Integration

How To Set Up Your ActiveCampaign Integration

About Follow-up Plans

Follow-up Wizard

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

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

Follow Up Notifications – User Opt-in Configuration

About Salesforce Integration

About Conifer Health Solutions Integration

About the “Other Apps” Call to Action

About Formstack Integration

About Salesforce Marketing Cloud Integration

About HubSpot Integration

About Follow-Up Performance Reports – Emails

Available Variables for Emails

How to Change the Color of Links and Buttons within Your Emails

About Care Sherpa Integration

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