Enable Post-Appointment Survey Links

Learn how to enable a trigger send registrants an email with your custom survey link.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

If your organization wishes to send registrants a survey link via email following an appointment, this feature will be useful for you!

The follow-up email option is available to organizations on Caredove's advanced subscription plan. These emails can be setup by a Caredove team member by request; connect with us in the chat box for more information.

Follow Up Email Overview

Create an email that is sent to registrants with customizable text explaining why they're receiving the email and a link to a pre-approved survey. Here's an example of the general email:

How do we enable Follow-Up emails?

  1. Contact a member of the Caredove team using the chat box.

  2. Ensure you have a pre-approved survey link ready.

  3. Specify which triggers should prompt the email, typically based on sub-status classifications for accuracy.

See below what classifications are available for the default statuses:

What can we customize within the email?

All the text that appears in the Survey Request box can be edited.

Survey Request

We would like to hear about your experience with our program.

Please fill out the following survey, your answers will help us improve to deliver quality service for our clients

The survey will take about 5 minutes to complete

The survey link:

This link directs registrants to your pre-approved survey.

Still Have Questions?

Please send us a message using our chat box.

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