Followups Flowchart

Attachment: 3413/Followups_Flowchart.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: