Adoption Tool
- Email communications frequency for cadences in the Adoption Tool
- What is the Adoption Tool?
- Getting Started - Adoption Tool Dashboard
- Getting Started - Custom Cadences
- Getting Started - Add Accounts to a Cadence
- How to review list upload results in the Adoption tool?
- When do facilities with “No Account” receive an email notification?
- How to manually add accounts to a cadence?
- How to add accounts to a FSLM Cadence?
- Adoption tool - Cadence Details and Management
- Where can I edit cadence settings, such as automated emails?
- Can the automated emails be customized?
- If my facilities are in other users’ cadences, will they receive emails from them as well?
- What do “time-based emails” refer to?
- What services does Worldly offer? (For Expanded, Advanced, Custom subscriptions)
- Getting Started: What do the assessment status abbreviations mean?
- What are Default Cadences?
- Which type of file should I use to upload accounts in bulk to each cadence?
- Can we use the facility or brand name to find a Worldly account match and send a cadence invite?
- I cannot locate the page to invite accounts to a cadence. Where can this be found?
- If I add an account to a cadence, can I automatically see their module data?
- How do I move an account, or remove an account that was incorrectly matched from a cadence?
- If I remove accounts from a cadence, are they also removed from my account’s FEM modules page?
- I am interested in accessing one or more of the upgraded Adoption Tool features. How do I gain access to Adoption Services?