The Follow Up Page

Jump To:

• What is the Follow Up Page?
• Task Types
• Follow Up Details
• Contact Details
• Texting Contacts from the Follow Up page
• Manual Follow-Up Tasks

What is the Follow Up Page?

• When registrants sign up for a workshop, request an appointment, or fill out an email survey, Breakthrough will generate a follow-up plan to help you nurture and confirm their attendance.
  
  
• All contacts with a manual or automated follow-up task will automatically appear on the Follow Up page when the task is due.
  • Remove tasks by updating contacts on the Follow Up page
    
    
• If a contact on the Follow Up page is not updated, they will remain on the Follow Up page until they are updated. It's important that you update your follow-ups through this page so that the system can track the activity and phase the contact appropriately. 

Task Types

• Appointment Requests
• Appointment Updates
• Workshop Registrations
• Workshop Confirmations
• Workshop Attendance
• Manual Follow Ups
• No Shows

Follow Up Details

1. Task Type (Status Update, Call, SMS, Email)
2. Contact Name
3. Task Due Date (in red if overdue)
4. Task (Attempt) Number
5. Relevant Date (Appt. Date, Registration Date, Date Manual F/U Created)
6. Contact Source

Contact Details

• Click on a task to see an overview of the contact history and details. 
• Learn more about the lead, record notes, document outcomes, update personal information, manage subscription settings, and monitor the follow-up plan. 
• Update contact Activity Outcome based on the current status 
• Click the contact name in the detail window to open up the full contact profile view.
  • Right click the contact name in the detail window to open up the full contact profile view in a new tab.

Quick Info for Leads:

1. Current Status
2. Next Upcoming Event (Workshop, Appointment, Graduation) 
3. Task Type 
4. Call Checklist

In this example, we can see James' current status (Lead-New), the date of the Appointment Request Received (7/24/26), the follow-up type due (call and confirm) and the link to the call checklist.

Texting Contacts from the Follow Up page

• Click the messenger icon on the detail pane to open up the text chat pop-up.
• After sending your message, update the contact's status to remove them from your tasks.

Manual Follow-Up Tasks

• At the bottom of the contact detail window is the option to create a new follow-up task
• Use manual tasks for one-off reminders and updates

Note: Only one manual follow up can be added at one time.

Need Help? Reach out to support@getbreakthrough.com!