The main focus of the next Daxko Engage release is centered around improving and automating initiatives with logic that streamlines your workflow. This includes:
- Automatic Removal of Dropouts
- Automatic Reentry of Participants
- Visibility of Initiatives Details
AUTOMATIC REMOVAL OF DROPOUTS
When members, program participants and prospects drop out of one of your initiatives, they will automatically be removed from your initiatives. For example, if a member were to change branches, they would no longer receive communications from that branch based on the logic applied to these initiatives.
AUTOMATIC REENTRY OF PARTICIPANTS
It also works for automatically reentering the guest, member or prospect into your initiative. Your initiative participants can re-qualify and cycle through again. This helps you set up less initiatives overall, prevents someone from not getting multiple communications, and gives access to targeted information again after reentry.
VISIBILITLY INTO INTIATIVE DETAILS
With updates to the initiative page, you will gain more visibility into who has dropped out or reentered and why under group headings and group rules. When someone no longer meets the rules you have applied to your initiative, the system will remove the member from this initiative. We have also added messages in Daxko Engage to remind you of the changes about both drop-out and re-entry participants for prompted review.
Please download and read these release notes which contain screen shots detailing the processes for each of the above items.
Questions? Please contact our Customer Success Team.