Enter your last name and date of birth as instructed
Enter your contact information including your organization, your work email, and/or your cellphone. Then press 'Click to Schedule Outreach'. Expect a text and / or an email (depending on what you entered) providing instructions to access the tool.
After accessing the Internal Outreach message link from your email or the text received; proceed by selecting the template you’d like to use for the type of communication you’re engaging in, or select to write your own.
If a template was selected, modify the template as needed to meet your needs. First name of recipient(s) and your organization’s name will be automatically added to all messages sent (template or otherwise).
Select who you’d like to send the message to including all of those you’ve sent a message using the Internal Outreach tool before, or those who have checked-in in the last 1,3, or 6 months.
To send a message to a certain group of people, select "I want to upload my own recipients".
If you have an existing Excel file with the Name and Phone Number of your recipients, simply upload that Excel file under the "Upload Recipient Excel File here".
If you do not have an existing Excel file with the Name and Phone Number of your recipients, follow the simple 3-step instructions and then upload that Excel file under the "Upload Recipient Excel File here"
Finally, proceed by selecting the means of messaging, and the date/time to send the message.
Fill out the available fields to verify that is someone from your organization sending this message. Upon successful submission, you will receive an email confirmation with information on the scheduled message!
Upon scheduling your initial Internal Outreach Message, you will be given a 'Welcome Back' page the next time you return. Fill out the form according to the instructions and press 'Click To Schedule Outreach' to immediately access real-time outreach.