New Feature: Contact Relationships
We’ve recently added a new feature to ActiveDEMAND that will help Senior Living facilities, family-service providers like dentists and optometrists, debt collectors, and other businesses that use contact relationships in marketing.
Relationship types can be customized, added to contacts, and you can choose to contact a specified relative of your contact rather than the contact inside the workflow.
Examples of what contact relationships can do
Rather than talking about the technical bits of how it works, it might help to show what it can do.
Telling the parent that it’s time to book teeth cleaning for their child.
In this case, the child is the contact, but the parent is the person we need to book the next dentist appointment. In this case, we’d want to have a “parent” relationship to the contact that we’d email on a periodic basis to let them know that there’s a cleaning required.
Handling Senior Living Resident vs Child
In the senior living industry, it’s typical that resident seniors and their children are both stakeholders in choosing a new facility and after selection. Some types of communication are best for the resident, while others are meant for the children of the resident. Using ActiveDEMAND’s relationship model makes it easy to reference both of these and use the right communications with the right person.
“Hi, Sue,
Next month, we’ll be doing the Tango on Thursday nights at 5:00 pm. If your mother Gladys would like to attend, she’ll have to fill out this waiver.”
Debt Collection on Behalf of a Company
For some debt collection agencies that collect on behalf of clients, being able to see that relationship and refer to it is important. In emails to debtors, you’re able to dynamically refer to both the relationship AND the name of the person on that relationship.
Ie: “Hi Jim, payment for your August 31st invoice to Bob’s BBQs is now overdue.”
To start using relationships in ActiveDEMAND today, check out our help article on configuring relationships.
Want to start a relationship?
Want to start a relationship with us? Book a live demo and we’ll show you how important relationships can be in ActiveDEMAND.
