What is a Follow-up Plan?
Overview A Follow-up Plan is a critical part of your Health Assessment’s success. A Follow-up Plan outlines how your organization will engage users after they’ve completed an HRA. During your on-boarding process, you will have the opportunity to create your custom plan. Common Follow-up Plan Tactics Your plan will typically contain several different tactics and […]
Managing Your Follow-Up Plan – Calls To Action Sets & Mapping
Once you have created your Calls To Action, you are ready to add them to your HRA’s follow-up plan. From the dashboard, navigate to your HRA’s module and click Create Follow-up Plan. Next, select the Calls to Action tile. Note: HRAs that have not yet been customized will need to complete that step before you […]
About Calls To Action Section
All of your Calls To Action (CTA) content can be managed in one centralized location of the Management Portal, making updates to your CTAs simple to do. A table view displays information such as if/where your CTAs are being used. Existing CTAs are available to preview, copy, edit or delete. Search, sort and filter the […]
About Emails Section
All of your email content is managed in one centralized location of the Portal. Making updates and edits to all your HRA emails is simple to do. A table view displays information such as if/where your current emails are being used and when they were last modified. 7-day open rates track the performance of your […]
Creating Basic Emails
When you use our Basic Email builder/editor, you can create and edit email content using one of our pre-made templates. First, navigate to the Emails section of the Management Portal via the top navigation bar. Any existing Emails will be shown in the table. Click the +Create New Email button to add new Emails. […]
