Summer Prep Webinar Series: Scheduled Emails

Scheduled Emails allow you to automate communication to your customers, which saves you time and increases the likelihood of customers completing desired tasks like medical forms, balances due, or even re-enrollment. View how powerful scheduled emails can be during the summer – as well as the rest of the year – by watching the recording […]

Read More >

Scheduled Emails Webinar – Follow Up

We are excited to announce a new initiative of continuing education for CircuiTree Users. The plan is to hold regular webinars focused on a specific feature or topic in CT6. On Wednesday, June 29th we held our first webinar discussing Scheduled Emails. If you missed the webinar or would like to review it, check out the video below. […]

Read More >