Automation Stop Triggers, New Templates and Library Content

Automation Stop Triggers

With this release, you now have the ability to define stop triggers for automations.

Automations are a powerful tool that allow you to define actions that occur based upon system events - such as when a member is added to the system. These automated actions can include sending an e-mail to participants, or adding a content library resource to their to-do lists.

Automations can also occur over a period of time such as sending a series of weekly e-mails to engage participants. It's for this reason having the ability to define stop triggers becomes a powerful tool. Imagine scenarios where you can engage your participants when added into the system - encouraging them to register for services. By stopping an automation based upon that registration of services - you can now ensure your engagement campaign stops at the appropriate time.

New Engagement Rx Templates

New templates have been added to the system: the first is a lifestyle questionnaire that will help with assessing a member’s current habits and needs; the second is a series of new SMART goal templates in the Goal Management tool that are related to nutrition, physical activity, sleep, and chronic conditions. 

Templates are system provided, premade content (including flows and goals) that you can use with little-to-no customization to interact with participants in a variety of ways for specific purposes. Essentially, templates enable you to quickly and easily achieve important goals related to coaching and scheduling, gathering feedback, and raising participant engagement.  

The following templates are ready for use in your portals: 

• Create a SMART Goal template (located in Flow Management)

  This template can be sent by coaches to members to help members develop and finalize their SMART Goal. This is useful when members may need some guidance or help to create a SMART Goal, and this flow can be sent to them to help walk them through the process, step by step.

• Building a Wellness Vision template (located in Flow Management)

  This template can be sent by coaches to members to help members develop and finalize their Wellness Vision. This is useful when members may need some guidance or help to create a Wellness Vision, and this flow can be sent to them to help walk them through the process, step by step.

• Weight Management SMART goals templates (located in Goal Management)

  These SMART Goal templates allow you to easily assign a participant a goal related to weight management. By assigning these goals to participants, they will appear on the portal dashboard to view, act on, and complete.

• Hydration SMART goals templates (located in Goal Management)

  These SMART Goal templates allow you to easily assign a participant a goal related to hydration. By assigning these goals to participants, they will appear on the portal dashboard to view, act on, and complete.

Additions to the Content Library

The content library continues to expand with new articles that explore fitness. 

Our content library is an expansive collection of videos and articles that address health and coaching topics most important to you and your participants. 

In this release, we’ve added a new article that is available for use via the content library or content management section of the admin website.

• Starting a New Fitness Journey for Beginners
  If you are someone who has not had much experience with fitness, you may not know where to start. This article covers why exercise is important, guidelines for adults, types of fitness and tips for getting started. 

If there are questions about any new functionalities or the benefits gained from these features, please let us know at platformsupport@engagementrx.com.