Followups Flowchart

Attachment: 3413/FollowupsFlowchart.pdf | 





Type of Followup 1

st 

2

nd

3

rd

 

4

th

5

th

1

Normal Followup 

– No Volunteer Interest

(Optional) Call and thank them 
for signing.

You could also text and thank 
them for signing. 

(If you called)
Record your call in the 
notes and comments 
section. Press:

Select “US National Thank
You”

Fill in the Subject Line. Press: 

2

Normal Followup 

– Volunteer Interest

(Optional) Call and thank them 
for signing.

You could also text and thank 
them for signing. 

(If you called)
Record your call in the 
notes and comments 
section. Press: 

Select “US National Thank
You”

Fill in the Subject Line. Press:

3

No Email / Bad Email

– No Volunteer Interest

- Call. 
- Thank them for signing. 
- Offer to update email address 
for them.

Record your call in the 
notes and comments 
section. Press:

If they provide a new 
email address, correct it in 
their profile.

If email is corrected: 
Finish like a Normal 
Followup (#1) pressing

If email is not corrected:
Scroll down to the 
bottom right hand 
corner and press: 

4

No Email / Bad Email

– Volunteer Interest

- Call. 
- Thank them for signing. 
- Offer to update email address 
for them.

Record your call in the 
notes and comments 
section. Press:

If they provide a new 
email address, correct it in 
their profile.

If email is corrected: 
Finish like a Normal 
Followup (#2) pressing

If email is not corrected 
and you have made a 
note. Scroll down to the 
bottom right hand 
corner and press: 

5

No Email or Phone #

– No Volunteer Interest

Scroll down to the bottom right 
hand corner and press:

 

6

No Email or Phone #

– Volunteer Interest

Scroll down to the bottom right 
hand corner and press: 

Go to their profile and 
remove the volunteer 
interest check mark.

Record in Notes and 
Comments that volunteer 
interest was removed due 
to lack of contact 
information.

7

No Petition Signature

– No Volunteer Interest

Select “US National Thank 
you”

Use subject line that 
doesn't mention signing.

Complete as you would a 
Normal Followup (#1)





8

No Petition Signature

– Volunteer Interest

Select “US National Thank 
you”

Use subject line that 
doesn't mention signing.

Complete as you would a 
Normal Followup (#2)

9

Bad, Fixable Email

- Email with obvious 
error

Go to 

OPEN PROFILE

 

(Found in the upper left hand 
corner under the person's name.)

Select 

EMAILS

 (Found

in the menu at the top of
the profile.)  

Add New Email, select 

Set

Primary

, and press 

ADD 

EMAIL

.

Return to Followup by 
clicking 

OPEN

.(Found

in the left hand column
check list.) 

Complete as you would 
a Normal Followup

- No Volunteer Interest 
(#1)
- Volunteer Interest (#2)

10

Miss-typed Name

-Examples:
John A. A. Smith
Smith John
jOHN sMITH

Go to 

OPEN PROFILE

 

(Found in the upper left hand 
corner under the person's name.)

Select 

EDIT

 (Found in 

the menu at the top of 
the profile.)  

Make necessary 
corrections then press: 

Return to Followup by 
clicking 

OPEN

.(Found

in the left hand column
check list.) 

Complete as you would 
a Normal Followup

- No Volunteer Interest 
(#1)
- Volunteer Interest (#2)| —- | Page Metadata || |Login Required to view? |No | |Created: |2023-02-04 17:26 GMT| |Updated: |2023-02-05 16:43 GMT| |Published: |2023-02-03 20:00 GMT| |Converted: |2025-11-11 12:26 GMT| |Change Author: |Sarah Santana | |Credit Author: | |