Email Outreach
Growth, Referral & Patient Journey
- Capability status
- To be confirmed with PRN
- Transformation phase
- To be confirmed with PRN
- Effort
- To be confirmed with PRN
Current State / What We Learned
Observed today, as captured in the corrected assessment.
PRN team needs training on email set up options for campaigns
Desired Future State
The target way of working PRN and Raintree are aiming for.
Be able to set up content for emails and text messages to be sent via campaigns
Requirement / Gap
None - Configuration and training needed
Raintree Recommended Path
PRN team can either build the content using external tools like Hubspot and import the html file in to Raintree or they can use the WYSIWYG editor to build the content within Raintree.
Dependencies / Considerations
PRN wants a working session specific to email set up options and tracking/metrics they can see on this - ACTION ITEM
Outstanding Questions / Decisions
Brian Rog wants to better understand the features of the email outreach (ARM tool) and what types of campaigns they can utilize? -- indhu provided explanation (30 min mark) of options they have utilizing custom services -- Indhu saying they also have option of building outside of RT like in HubSpot - see Elvia notes 33 min mark -- Brian Rog wants a better understanding to have visibility into the metrics for emails like open rate etc
Evidence
Evidence for this opportunity is still to be confirmed.
Source
Detailed Transformation Assessment (Corrected)Related opportunities
Related by workstream and subject matter. These are not stated dependencies unless the assessment says so.