Title: Followups Flowchart

Original CoS Document (slug): [[https://conventionofstates.com/files/michigan-followups-flowchart|michigan-followups-flowchart]]

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Attached File: Followups_Flowchart.pdf

Created: 2023-02-04 12:26:37

Updated: 2023-02-05 11:43:04

Published: 2023-02-03 15:00:00

Converted: 2025-04-14T20:10:25.144230173


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**Type of Followup 1st **

**2nd**

**3rd **

**4th**

**5th**

1 **Normal Followup **

– No Volunteer Interest

(Optional) Call and thank them \\
for signing.

You could also text and thank \\
them for signing. 

(If you called)\\
Record your call in the \\
notes and comments \\
section. Press:

Select “US National Thank\\
You”

Fill in the Subject Line. Press: 

2 **Normal Followup **

– Volunteer Interest

(Optional) Call and thank them \\
for signing.

You could also text and thank \\
them for signing. 

(If you called)\\
Record your call in the \\
notes and comments \\
section. Press: 

Select “US National Thank\\
You”

Fill in the Subject Line. Press:

3 **No Email / Bad Email**

– No Volunteer Interest

- Call. \\
- Thank them for signing. \\
- Offer to update email address \\
for them.

Record your call in the \\
notes and comments \\
section. Press:

If they provide a new \\
email address, correct it in \\
their profile.

If email is corrected: \\
Finish like a Normal \\
Followup (#1) pressing

If email is not corrected:\\
Scroll down to the \\
bottom right hand \\
corner and press: 

4 **No Email / Bad Email**

– Volunteer Interest

- Call. \\
- Thank them for signing. \\
- Offer to update email address \\
for them.

Record your call in the \\
notes and comments \\
section. Press:

If they provide a new \\
email address, correct it in \\
their profile.

If email is corrected: \\
Finish like a Normal \\
Followup (#2) pressing

If email is not corrected \\
and you have made a \\
note. Scroll down to the \\
bottom right hand \\
corner and press: 

5 **No Email or Phone #**

– No Volunteer Interest

Scroll down to the bottom right \\
hand corner and press: 

6 **No Email or Phone #**

– Volunteer Interest

Scroll down to the bottom right \\
hand corner and press: 

Go to their profile and \\
remove the volunteer \\
interest check mark.

Record in Notes and \\
Comments that volunteer \\
interest was removed due \\
to lack of contact \\
information.

7 **No Petition Signature**

– No Volunteer Interest

Select “US National Thank \\
you”

Use subject line that \\
doesn't mention signing.

Complete as you would a \\
Normal Followup (#1)



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8 **No Petition Signature**

– Volunteer Interest

Select “US National Thank \\
you”

Use subject line that \\
doesn't mention signing.

Complete as you would a \\
Normal Followup (#2)

9 **Bad, Fixable Email**

- Email with obvious \\
error

Go to **OPEN PROFILE** \\
(Found in the upper left hand \\
corner under the person's name.)

Select **EMAILS** (Found\\
in the menu at the top of\\
the profile.)  

Add New Email, select **Set\\
Primary**, and press **ADD \\
EMAIL**.

Return to Followup by \\
clicking **OPEN**.(Found\\
in the left hand column\\
check list.) 

Complete as you would \\
a Normal Followup

- No Volunteer Interest \\
(#1)\\
- Volunteer Interest (#2)

10 **Miss-typed Name**

-Examples:\\
John A. A. Smith\\
Smith John\\
jOHN sMITH

Go to **OPEN PROFILE** \\
(Found in the upper left hand \\
corner under the person's name.)

Select **EDIT** (Found in \\
the menu at the top of \\
the profile.)  

Make necessary \\
corrections then press: 

Return to Followup by \\
clicking **OPEN**.(Found\\
in the left hand column\\
check list.) 

Complete as you would \\
a Normal Followup

- No Volunteer Interest \\
(#1)\\
- Volunteer Interest (#2)