4 Ways to Track Program Follow-up Requirements

4 Ways to Track Program Follow-up Requirements

You’ve streamlined your application process and received more submissions than ever. Your reviewers have finished their voting and selected your program’s lucky recipients. Now you need to let them know the good news and what they need to submit – headshots, W9, enrollment confirmations, etc.  Perhaps it’s an annual progress report.

Your happy recipients respond by email, but forgot to attach something, turning your streamlined process into a tracking nightmare.  How can you get this under control?

(1) Use your Online System to Send a Custom Congratulatory Email

Sending a bulk custom email from your online system, personalized for each recipient, will not only save time, but it also now becomes trackable. Say goodbye sending emails one-by-one!

(2) Provide an Online Acceptance and Follow-up Form

Send a personalized bulk system email to recipients that need to confirm terms to their acceptance. When they log back into your program portal, their online form is waiting for them, with an easy way to provide required follow-ups.

(3) Monitor the Status

Easily monitor the status of your recipients’ follow-up requirements through your admin dashboard, or quickly see a filtered view to monitor status. In a single step you can send a reminder email to those who have not completed their tasks.

(4) Keep it Simple for your Recipients

Recipients will be familiar with your program portal. Release the follow-up forms when required so they know exactly what they need to complete during the specific time period.

Using an online system to track program follow-ups provides an end-to-end view for you as well as your applicants, it ensures compliance, and it frees you up to do more important things with your time!

ABOUT RQ AWARDS

Since 2008, RQ Awards has helped organizations around the world simplify and streamline their Award Programs. Contact us to learn more about how RQ Awards can help your organization become more efficient and reach your target audience.

Comments are closed.