Meeting Outreach

Formerly known as the 'Reminder' tab the new and improved 'Outreach' tab has been the newest addition to your databank. 

On the Outreach tab of a meeting, you can now schedule a meeting outreach reminder for:

• before a meeting (meeting reminders)
• after a meeting (follow-up, recap)
• or any scheduled date and time

You can also schedule more than one meeting reminder at time.

When you are ready to schedule a message you will select the desired option for schedule message then click on the Send button.

If you are scheduling a future outreach it will create the batch for a future outreach notification to be sent.

Outreach notifications can be managed at the top of the Outreach tab of the meeting. If you've scheduled more than one you will see a similar screen to the screenshot below. 

To unschedule an outreach notification that's already been scheduled click on the unschedule button, you will be asked if you are sure, after clicking OK your page will refresh and then outreach notification will be unscheduled.

The edit icon will allow you to edit the message associated with the meeting outreach notification for that specific batch.