Secure Forms and Follow-Up Emails

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A description of secure forms and follow-up emails from DigitalMailer

A description of secure forms and follow-up emails from DigitalMailer

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Transcript

  • 1. Forms and Follow-Up Emails
  • 2. The Form and the Banner
  • 3. An email is sent to the sales rep/account manager … just as an email is sent to the member, thanking them
  • 4. Form Entries Database Here is where you’ll find all the responses you’ve received. You can add users and notices to the forms so that other members of the organization can view and download data.
  • 5. Data from the Form When you click one of the folders on the previous page, you’ll see all the people that have filled in that form and their responses.
  • 6. Follow-Up Emails
    • Come days/weeks after first contact
    • Proceed immediately
    • Trackable
  • 7. Week 1
  • 8. Week 2
  • 9. Week 3
  • 10. Week 4
  • 11. Week 5
  • 12. Week 6
  • 13. Week 7
  • 14. Questions?
  • 15. Thanks for Listening!