RiskAverse Onboarding Form
Communication Preferences
To which partner does this use case belong? (i.e., Customer A, Partner B, etc.)
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What is the name of this use case? (i.e., Annual Wellness Visit, Screening, etc.)
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Which communication channels will be used for this use case?
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Which communication channels will be used for this use case?
How will the member list be sent to RiskAverse?
How will the member list be sent to RiskAverse?
How often would you like to send the new member list to RiskAverse?
How often would you like to send the new member list to RiskAverse?
How do you want RiskAverse to send the data to your systems (if desired)?
How do you want RiskAverse to send the data to your systems (if desired)?
How often would you like to send a feedback loop of members who converted into the program?
How often would you like to send a feedback loop of members who converted into the program?
Outreach Preferences and Content Readiness
What is the maximum time period during which RiskAverse is allowed to send communications for this use case?
What is the maximum number of touchpoints (i.e., emails, SMS) you’d like to use for this use case?
On which days of the week are communications allowed to be sent? (Select all that apply)
On which days of the week are communications allowed to be sent? (Select all that apply)
Is your content ready to be used, or do you need assistance in creating it?
Is your content ready to be used, or do you need assistance in creating it?
Are there any special restrictions or guidelines we should be aware of for this project? (i.e., first touchpoint has to be SMS with 3 day breaks between messages)
Between which hours should communications be sent to members? (i.e., 8 am - 5 pm Local Time)
When is your preferred start date for this use case?
Please provide the URL, phone number, call-to-action, etc. (if applicable) that members should be directed towards.
