Forms and Follow-Up Emails

The Form and the Banner

An email is sent to the sales rep/account manager

…just as an email is sent to the member, thanking them

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.

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.

Follow-Up Emails• Come days/weeks after first contact• Proceed immediately• Trackable

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Questions?

Thanks for Listening!