Filter recipients who you received a message with a Message Type by subgroup (i.e., no response, high rating on referral poll, flu shot clinic attendance), and select individuals you wish to include in a targeted follow-up message.
- Filter and select your target recipients
- Click the green Send Message button in the top right corner
- From the Template dropdown, select the template you need, or
- Select [New Template] to write a new message
- Click Next
This will open either the template you selected or a blank message which you can then send to your filtered list who require follow-up messaging.
NOTE: To receive a follow-up message, each recipient must have the box to the left of their name checked. To select all, simply check the top box in the header menu.