Jeff Mayrhofer

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Activity overview

Latest activity by Jeff Mayrhofer
  • Jeff Mayrhofer created an article,

    How to adjust lead groups

    Each case has a set list of lead groups. Case managers and administrators can adjust lead scoring categories or add groups as needed. The dashboard supports up to five lead group categories. To ...

  • Jeff Mayrhofer created an article,

    VIDEO: How to edit screens

    Review the video below for a walk-through of how to adjust a toolkit's screens. Use the settings icon at the bottom right to adjust the playback speed if desired. For more help, check out our artic...

  • Jeff Mayrhofer created an article,

    VIDEO: How to add documents

    Review the video below for a walk-through of how to add or upload documents. Use the settings icon at the bottom right to adjust the playback speed if desired. For more help, check out our article ...

  • Jeff Mayrhofer created an article,

    VIDEO: How to add and edit buttons

    Review the video below for a walk-through of how to add or edit buttons. Use the settings icon at the bottom right to adjust the playback speed if desired. For more help, check out our article on h...

  • Jeff Mayrhofer created an article,

    VIDEO: How to adjust app settings

    Review the video below for a walk-through of how to adjust the design of the benefits toolkit. Use the settings icon at the bottom right to adjust the playback speed if desired. For more help, chec...

  • Jeff Mayrhofer created an article,

    VIDEO: How to add a case

    Review the video below for a walk-through of how to add a new case to the case list. Use the settings icon at the bottom right to adjust the playback speed if desired. For more help, check out our ...

  • Jeff Mayrhofer created an article,

    VIDEO: Schedule a text message campaign

    Watch the short video below for a walk-through of how to schedule or review text messages. Use the settings icon at the bottom right to adjust the playback speed if desired. For more help, check ou...

  • Jeff Mayrhofer created an article,

    Case Setup Checklist

    After creating a new case, there are several things that can help ensure a successful open enrollment. The attached checklist breaks the preparation tasks into four categories:   Step 1: Customize ...

  • Jeff Mayrhofer created an article,

    Sample HR Email Template

    There are 3 key things HR needs to supply for a case that uses text messages. A sample email requesting these items is below. Adjust as needed for your specific case:   Subject: Needed Items for Di...

  • Jeff Mayrhofer created an article,

    What's the difference between Global Documents and My Documents

    When making adjustments to a toolkit’s app content, a “My Documents” tab is visible. If the app’s template has any documents available for any toolkit on the template, users will also see a “Global...