Admin View Message Library

Clicking the Follow Up Emails & Phone Scripts option in the User Settings drop-down menu brings you to the Message Library screen.

On the Message Library screen, you can manage the Follow-Up Emails and Phone Scripts. The Follow-Up Emails and Phone Scripts that you create here will be available to your members on the Contact Details page.

Phone Scripts

A Member can view Phone Scripts by clicking the View Phone Scripts link on the Contact Details screen. The Member can choose from the Phone Scripts you create in the Admin back office.

To create a new phone script, click the +Add New Phone Script link, and you will be brought to the Add Phone Script screen where you can enter and save the phone script content.

The Phone Scripts you create display in a table with options to view edit or delete:

●    To view the content for phone script, click the View link for the phone script in the table, and the phone script content will display in a pop-up window/tab.

●    To edit a phone script, click the Edit link for the phone script in the table, and you will go to the Edit Phone Script screen where you can update and save the phone script content.

●    To delete a phone script, click the Delete link for the phone script in the table.

Follow Up Emails

A Member can send a Follow Up Email to a Contact by clicking the Send a Follow Up Email link on the Contact Details screen. The Member can choose from the Follow Up Emails you create in the Admin back office.

To create a follow up email, click the + Add New Follow-Up Email link, and you will be brought to the Add Follow Up Email screen where you can enter and save the Email content.

The Follow Up Emails you create display in a table with options to view edit or delete:

●    To view the content for follow up email, click the View link for the phone script in the table, and the follow up email content will display in a pop-up window/tab.

●    To edit a follow up email, click the Edit link for the follow up email in the table, and you will go to the Edit Follow Up Email screen where you can update and save the Email content.

●    To delete a follow up Email, click the Delete link for the follow up Email in the table.