Member re‑engagement

Invite Members recorded as Inactive to reconnect by email, then check once more after three days. A Form and a draft Journey for outreach teams.

Who it is for

Outreach teams that keep a participation status per Member and have approval to contact inactive Members.

What it does

• The Re-engagement Form has one admin-only field, Participation status: Inactive, Participating or Opted out. Your team maintains it.
• The Journey reads the status when a Member is enrolled. Inactive goes to the invitation email step.
• Three days later the Journey reads the status again. Inactive goes to one follow-up email step.
• A Member with no status at either check gets the Review participation status label. No email step runs on that path.
• Participating, Opted out, or the Stop re-engagement label, ends the Journey at any step.

What it does not do

It does not read email replies or change the status. It does not notify a coordinator. It has two email steps: one invitation and one follow-up. The build guide adds automatic enrollment for Inactive Members and a coordinator notification. This Bundle installs a review label in place of the notification.

Before you turn it on

Installing adds the Form and a draft Journey to the workspace you choose. It does not enroll Members or send messages: automatic enrollment is off and each email step is inactive. Keep one current record per Member in the Form. Add your opt-out instructions to the invitation. Review the email text and the Inbox, and test with synthetic Members before you publish the Journey. Confirm PHI authorization for the workspace before you use real health data.