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Email or Text a Referral

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Optionally, you can set iCarol to automatically email a caller the information about a resource referral you have given them on a call or during a chat or SMS conversation. The information about the resource record will be attached to the email. This can be easily enabled from within your customized Contact Forms.

If a client responds to a resource referral email, their reply will be directed back to a general mailbox. If they reply to a text message and you have 2-way texting enabled as part of your iCarol Messaging upgrade, your client can continue interacting back and forth with your workers.

Want to learn more about using iCarol to give resource and referral information to your help seekers? Join a webinar! Or to learn more about this or any other iCarol feature, feel free to connect with us by emailing: info@iCarol.com

Testimonials


Ventura County 2-1-1
California, USA
"Moving to iCarol has given us valuable tools that are helping us strengthen the service we provide to our community. It’s a pleasure to work with a database vendor so open to developing their own product and who really gets what we do." - Tanya V, 2-1-1 Director

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