New placeholders available in Automated Verification
As part of Automated Resource Verification, your Resource Managers and other staff will create email templates to be sent to verifiers working at the various agencies, programs, and sites in your community. These emails include a “placeholder” that will appear as a generic tag in your template email, but when the email is opened by the verifier, they’ll see a very customized item there instead.
One example is the placeholder @EditURL. You’ll use this placeholder in your template to choose where the verification URL will appear in the email. Another example is @ResourceNames which will be the placeholder for the names of the record(s) being verified.
When your Automated Verification email is opened by the recipient, these placeholders take a new form. @EditURL will become the customized URL that they’ll click to take them to their resource entry as it exists in your referral database, so that the verifier can review and suggest changes. @ResourceNames will become the unique name of the record(s) being verified.
We’ve recently added additional placeholders that you can use to give even more guidance or direction to your resource verifiers when they receive your email. The descriptions and suggested usage for these placeholders are found when creating your email template.
Automated Verification can potentially save you hundreds of hours of work or more depending on the size of your resource database. What may once have been many days of phone tag or sending individual emails to your community resource contacts can be done with a simple, single email to a number of resources all at once, each verifier receiving their own unique URL and simple way to update their information.
Want to learn more about Automated Resource Verification, or perhaps you’d like to trial this feature to see if it’d work well for you? Check out our tutorial video in the Help section of your iCarol system, or open a case with us if you’d like to know more.
Dana joined the iCarol team in 2013 after 12 years of direct service and administrative duties at a blended 2-1-1/crisis intervention/suicide prevention center. As the Communications and Social Media Manager at iCarol, you’ll find her presenting Webinars, Tweeting, Blogging, Facebooking, and producing other materials that aid helplines in their work.