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Automated Follow Up Email

You can send a Provider Follow Up email to Providers assigned to a Need that hasn't been completed within the Campaign's Expected Days to Complete. This email can include a link to the Connect Board, a link to Complete the Need, and a link to Decline the Need.

To send this email automatically, create an Item Notification based on the Follow Up Today view on the Needs page. For our recommendations on this Item Notification, see the Item Notification section of Email Templates.