Automate

Create automated member engagement workflows for various scenarios based on triggers, health data and/or member activity

Visual Automation Tool Builder

Simplify the task of creating complex if-this-then-that member engagement workflows using a Visual Automation Tool called Canvas.

Drag and drop building blocks on the workflow canvas. Connect the blocks in the sequence that they should execute. Each block represents either an event in the form of an activity, delay or a decision box within a workflow.

Trigger

An event, occurrence of a specific date/time, or a member action

Activity

Send a certain message, piece of content or communication

Delay

Wait until a certain event happens, delay for a specific amount of time etc..

Branch

Parallel multi-branch or a single if-else logic branch