Part of Engage Members & Equip Teams
Turn outreach into meaningful follow-through.
Relay turns outreach into tracked work: a case for each member you need to reach, every attempt logged, and campaigns whose audiences, sends and results are stored—not lost in a spreadsheet.
Outreach & Campaign Management
- Organize outreach cases and follow-up dates
- Prepare messages for defined member groups
- Track attempts alongside the member's care
What your team can accomplish
Keep your team focused on the next conversation.
Who it serves
- Care coordinators
- Outreach and marketing teams
- Supervisors
Supported workflows
Open an outreach case
One open case per member and purpose—such as a screening or an assessment—so outreach is never duplicated.
Log every attempt
Successful or not, each attempt is recorded with a follow-up date, and supervisors can reassign cases.
Close cases by rule
A case closes as unable to reach after the number of attempts your organization sets—three by default.
Work the worklist
Overdue, due today and not yet contacted, in one list, with call and text actions on each case.
Build a campaign
Define an audience from structured criteria, enroll members, and run phone, mail and event campaigns as worklists with recorded outcomes.
Send SMS campaigns
Launch a text campaign to members with recorded consent—once campaign sending is turned on—and see real counts, including members skipped for missing consent.
Outreach & Campaign Management
Your questions, answered
How are outreach follow-ups organized?
Follow-up dates and a closing threshold keep every outreach case moving until it is resolved.
Which campaigns send automatically?
SMS campaigns send to members with recorded consent once campaign sending is turned on; phone, mail and event campaigns become tracked worklists for your team.
How should we use message templates?
Message starters are ready-to-edit templates, so your team approves every word.
How it connects to the rest of Relay
- Texting & Calling
Texts and calls from outreach cases stay in the member record.
- Intake & screening
Outreach cases bring members to screenings and assessments.
- AI Assistance & Workflow Automation
The outreach agent drafts messages a coordinator approves.
See outreach in Relay
Bring an outreach program you run today, and we'll show how Relay tracks it from first attempt to result.
Request a demo