Household and Surrogate Portals
Focus on Journeys
This helps you manage returning customers. When a household returns after a several years, you want to start over clean with new surrogates, donors, and other journey participants. Every data you see is journey-related so you don't have to see information from journeys you're not interested in. Information from old journeys is always kept and can be browsed as well.
Get a log of what your team did on the system, and when. Track every field edit, or new values being added.
Import data from Excel files, or straight from your document folder on your file system
Workflows let you program activities that are repetitive and happen more than once. For example - a series of templated emails to a lead after 1 day and after three days; assigning tasks to team members upon external events, and more
You design you email templates in advance, and then use them in automatic rules, in group email, or just as a shortcut to sending an email you repeatedly send.
Emails are sent from the system to your contacts/clients upon events, for example when someone fills in a contact form on the web site.
Get notified! You choose which events interest you, and whether you want to be notified immediately by email, daily or weekly. Be the first to know when your team member added a new customer, or when a surrogate has just given birth.
Deleted contacts are kept for you to recycle them in case they were mistakenly deleted.
Relevant Data Only!
Data is always kept with context, so, for example, when looking for a piece of information on a customer, you don't need to see their previous journey. You can even see only information which is relevant to the current fertility and pregnancy cycle.