Re: TheKey App - tracking users for follow up

From
Erica Smith <erica@thekey.com>
To
Angie Markwell <angie.markwell@thekey.com>
CC
Amy Joiner <amyjoiner@thekey.com>, Barb Iman <barbara.iman@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Brecca Quigley <bquigley@thekey.com>, Brittany Dudics <brittany.dudics@thekey.com>, Carmella Miller <camiller@thekey.com>, Carol Miller <carol.miller@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Catherine Beddow <cbeddow@thekey.com>, Christine Alessio <christine.alessio@thekey.com>, "Christina O'Loughlin" <coloughlin@thekey.com>, DaCaria Adams <dacaria.adams@thekey.com>, Debra Davis <ddavis@thekey.com>, Deborah Kubek <deborah.kubek@thekey.com>, Deb Frye <dfrye@thekey.com>, Doreen Katusabe <dkatusabe@thekey.com>, Dawn Kellerman <dkellerman@thekey.com>, Emily Sun <emily.sun@thekey.com>, Euphemia Mah <euphemia.mah@thekey.com>, Hashim Kanasieu <hashim.kanasieu@thekey.com>, Heather Gardner <heather.gardner@thekey.com>, Heather Houston <heather.houston@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>, Joan Davis <jdavis@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Jeremy Kamm <jkamm@thekey.com>, Jennifer Muskat <jmuskat@thekey.com>, Joan McCormick <joan.mccormick@thekey.com>, Judy Gerald <judy.gerald@thekey.com>, Kendra Allen <kallen@thekey.com>, Karen Keesee <karen.keesee@thekey.com>, Kat Banks <katherine.banks@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Katie Dejarnette <kdejarnette@thekey.com>, Kenzie Colton <kenzie.colton@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Kendra Smith <ksmith@thekey.com>, Linda Gregory-Duncan <lduncan@thekey.com>, Lynn Nelson <lynn.nelson@thekey.com>, Marybeth Waldner <marybeth.waldner@thekey.com>, Mary Catherine McCarty <marycatherine.mccarty@thekey.com>, Mary Jo Lucia <maryjo.lucia@thekey.com>, Malachi Whittemore <mwhittemore@thekey.com>, Natalya Alf <nalf@thekey.com>, Nadine Austin <naustin@thekey.com>, Nancy Hopkins <nhopkins@thekey.com>, Oliver Diaz <odiaz@thekey.com>, Olga Wymore <owymore@thekey
Date
Tue, 31 Jan 2023 12:45:56 -0800
Folder
INBOX
--000000000000c8c6b305f3956b4a Content-Type: multipart/alternative; boundary="000000000000c8c6b105f3956b48" --000000000000c8c6b105f3956b48 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Angie! Megan Heinen has just posted a new flyer for TheKey app. Linking the WP post here , and attaching the flyer PDF to this email for convenience. Best, Erica On Mon, Jan 30, 2023 at 6:12 PM Angie Markwell wrote: > Thanks Erica. Northeast Team please take the opportunity as we talk to ou= r > clients about TheKey App as it can be their way of getting real time > communication to you, us and for you and us back to them. They may need a > little encouragement from you to try it. Like Mikey said - "Try it, you'l= l > like it" =F0=9F=98=81 > > On Mon, Jan 30, 2023 at 11:53 AM Erica Smith wrote: > >> Hi all, >> >> Hope you are well. As you move forward this week with outreach for TheKe= y >> App, we have put together this sheet >> to >> help you track progress. This sheet will be refreshed daily to give you >> helpful and timely visibility into users. If your clients have >> not downloaded the app following their emailed invitation, please reach >> out to them to provide clarity on the benefits of TheKey App. >> >> A few notes: >> >> *Column A *- mark this if the office has contacted the invitee >> *Column B* - mark this if the invitee says they have accessed the app >> (this should match up with Column E, but if not, please flag - we will >> investigate) >> *Column C* - if the client needs to be removed from email list (deceased= ) >> *Column D* - if the client needs to be removed from email list (inactive= ) >> *Column F* - a green phone number will automatically populate here if >> our data reflects that this invitee has used the app >> >> Please let me know if you have any questions! >> >> Thanks and best, >> Erica >> >> -- >> Erica Smith >> Head of Client Experience >> * Please note my email has changed: * >> erica@thekey.com >> 203-722-5288 >> TheKey.com >> [image: TheKey] >> > --000000000000c8c6b105f3956b48 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Angie! Megan Heinen has just posted a new flyer fo= r TheKey app.=C2=A0 Linking the WP post here , and a= ttaching the flyer PDF to this email for convenience.=C2=A0 Best,=C2=A0 Erica On Mon, Jan 30, 2023 at 6:12 PM = Angie Markwell &lt; angie.markw= ell@thekey.com &gt; wrote: Thanks Erica. Northeast Team please take the= opportunity=C2=A0as we talk to our clients about TheKey App as it can be t= heir way of getting real time communication to you, us and for you and us b= ack to them. They may need a little encouragement from you to try it. Like = Mikey said - &quot;Try it, you&#39;ll like it&quot;=C2=A0=F0=9F=98=81=C2=A0= = On Mon, Jan 30, 2023 at 11:53 AM Erica Smith &lt; erica@thekey.com &gt; wrote: Hi all, = Hope you are well. As you move forward this week wi= th outreach for=C2=A0 TheKey =C2=A0 App , we have put= 

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