User Four
- Total activity 363
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Activity overview
Latest activity by User Four-
User Four 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 ...
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User Four 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...
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User Four 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 ...
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User Four 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...
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User Four 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...
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User Four 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 ...
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User Four 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...
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User Four 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 ...
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User Four 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...
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User Four 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...