Coming Soon
When a member needs extra support, what you do next matters, and so does recording it. When at-risk alerts launch, we will add guidance here on logging interventions.
What You Can Do Today
When you see a Gone quiet alert or a member on the Gone quiet list:
- Reach out to the member.
- Select Log check-in, choose the method and direction, add a note and set a Next follow-up.
- Select Add note for anything else, such as barriers you discussed.
- Select Set next to Next action and describe what you owe them, with a due date.
- Select Mark all read in your notifications once you have dealt with your alerts.
Frequently Asked Questions
Where do my notes go?
Notes and actions appear on the member's Activity tab.
Does marking an alert read count as a response?
No. It only clears the alert. Log a check-in to record the contact.
When will at-risk alerts launch?
They are coming soon. We will update this article when they do.
What to do next
Need Help?
Email support@metaintro.com with any questions.