What are the Engagement Rx Flow Templates?

Modified on Wed, 05 Jun 2024 at 01:55 PM

Are you ready to jump in with Engagement Rx but aren’t sure where to start? You're in the right place!


We have created some helpful flow templates for you to start using Engagement Rx quickly so you can maximize your impact on participants. In this article, we'll answer common questions about the templates and direct you to helpful articles that will get you going.


What are the flow templates?


The templates are premade flows that already exist in the Engagement Rx admin website. Each template serves a specific purpose for different business needs; below, we have listed out and briefly defined each of the templates. Some templates are ready to go right now, and some of them require quick customizations for scheduling components (don't worry, it's easy and we will walk you through it).


The templates are designed to get you going quickly, without having to set up questionnaires, surveys, and scheduling flows from scratch—it's all done already! 


How are the templates used?


Flow templates can be used in:


  • Automations—These can be sent out either manually or after a member triggers it through an action (for example, after the member has completed a coaching session, the "Book Follow-Up Session" template can be set to automatically go to the member). 
  • To-do's—Once assigned to a member, the to-do will appear on the portal homepage, so it's a great way to make sure the member sees and completes the template.
  • Email messages—Templates can be included in an email message to members.


When you send a template to a member, they'll be presented with a series of questions, surveys, and/or text that will help you to gather data. Some templates also have scheduling components which can be used to schedule coaching sessions. 


There are many different types of templates:

  1. Scheduling templates include a scheduling component for the member to choose a date in. These templates need customization, which is simply an entry of your YouCanBookMe link.
  2. Coaching templates contain surveys and messages related to coaching.
  3. Survey templates contain questions to collect data and feedback from members.
  4. Onboarding templates guide the member through a series of questions to determine the wellness path they should take.
  5. Engagement templates are used to present content, prompt introspection, and encourage further exploration of resources.
  6. There are also very short, simple quiz templates that are designed to easily and quickly send to portal members to engage them in a particular topic. There are quiz templates for the following topics: Calories, Hydration, Exercise, Sleep, Stress Management, Financial Wellness, and Nutrition.


Templates, Summaries, and Estimated Durations


Scheduling Templates

Template Title: Book Initial Coaching Session

  • Template Type: Scheduling
  • Summary: This template can be sent to members so they can schedule their first coaching session.
  • Why this is useful: After you insert your booking link, this template can be sent with no hassle to any member who hasn't yet had a coaching session. It's an easy way to get members started with their coaching journey.
  • Duration: 0:30-1:00
  • Any necessary customizations: Yes, you need to add your booking link. See the instruction article for entering your booking link in this template.


Template Title: Book Follow-Up Coaching Session

  • Template Type: Scheduling
  • Summary: When a member completes a coaching session, this template can be sent automatically so the next session can be booked.
  • Why this is useful: This template is automatically sent to every member who completes a coaching session; there is no follow-up thought needed, on your part. 
  • Duration: 0:30
  • Any necessary customizations: Yes, you need to add your booking link. See the instruction article for entering your booking link in this template.


Template Title: Reschedule Missed Coaching Session

  • Template Type: Scheduling
  • Summary: When a member misses a coaching session, this template can be sent automatically so they can schedule another coaching session.
  • Why this is useful: Once it's set in the automation system, you won't need to remember to send the template; it'll be sent automatically to any member who misses a coaching session, which will keep them involved and tuned in to their goals even when they've missed a session.
  • Duration: 0:30
  • Any necessary customizations: Yes, you need to add your booking link. See the instruction article for entering your booking link in this template.


Coaching Templates

Template Title: Goal Check-In

  • Template Type: Coaching
  • Summary: This template is used to check in with a member between coaching sessions that are more than one week apart. 
  • Why this is useful: This template helps the member build consistency in weekly reflections and goal setting.
  • Duration: 2:00
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing the title.


Template Title: Creating a SMART Goal

  • Template Type: Coaching
  • Summary: This template can be sent by coaches to members to help members develop and finalize their SMART goal.
  • Why this is useful: Members may need some guidance or help to create a SMART goal, and this flow can be sent to them to walk them through the process, step by step.
  • Duration: 5-10 minutes
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing title.


Template Title: Building a Wellness Vision 

  • Template Type: Coaching
  • Summary: This template can be sent by coaches to members to help members develop and finalize their wellness vision.
  • Why this is useful: Members may need some guidance or help to create a wellness vision, and this flow can be sent to them to walk them through the process, step by step.
  • Duration: 5-10 minutes
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing title.


Survey Templates

Template Title: Initial Coaching Session Feedback

  • Template Type: Survey
  • Summary: This flow is designed to collect participant feedback after their first coaching session.
  • Why this is useful: Once it's set in the automation system, this template will be sent to members right after they finish their first coaching session. It will gather their feedback without you (or anyone) needing to remember to send it.
  • Duration: 2:30
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing title.


Template Title: Coaching Session Feedback Survey

  • Template Type: Survey
  • Summary: This template is used to collect participant feedback after they have collected a minimum of 4 coaching sessions.
  • Why this is useful: This template gathers data about members' coaching experiences after they've had multiple interactions.
  • Duration: 2:00
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing the title.


Onboarding Templates

Template Title: Onboarding to Digital Courses 

  • Template Type: Onboarding
  • Summary: This template can be sent to members so they can determine what wellness path they should take.
  • Why this is useful: This template provides a simple and complete process to get a member started with a behavioral change or educational course that is most suited to their needs.
  • Duration: 10:00-15:00
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing the title.


Template Title: Lifestyle Questionnaire 

  • Template Type: Onboarding
  • Summary: This template can be sent by coaches to members to assess the current habits and needs of their members.
  • Why this is useful: It is a baseline assessment to be used prior to the member starting their health well-being coaching. It is recommended to reassess every four weeks using this flow template to track progress and coaching impact. 
  • Duration: 4:30
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing title.


Template Title: Onboarding--Discover Your Care Path

  • Template Type: Onboarding
  • Summary: The template will take an individual through a series of thoughtful questions, which include elements of the pillars of lifestyle medicine, to get a participant started with a digital course.
  • Why this is useful: This template provides a simple and complete process to get a participant started with a digital course that is most suited to their needs.
  • Duration: 10-15 minutes
  • Any necessary customizations: No, you only need to clone it and change the title. See the instruction article for cloning and changing title.


Engagement Templates


These templates require no customization and can be very easily set for use in a portal. To see the instructions on how to use these templates, see this article.


Template Title: Increase Engagement--Calorie Quiz

  • Template Type: Engagement
  • Summary: Send your participants this calorie quiz to get them actively thinking about their goals and remain motivated throughout their wellness journey.
  • Why this is useful: This template provides a quick touchpoint to keep your participants engaged. It will encourage them to reflect on their progress.
  • Duration: 2 minutes
  • Any necessary customizations: No. Just select this template from the Flow Template Catalog and select “Start from Template.”


Template Title: Increase Engagement--Stress Quiz

  • Template Type: Engagement
  • Summary: Send your participants this stress quiz to get them to think proactively and reflect on their progress around stress reduction.
  • Why this is useful: Send your participants this stress quiz to get them to think proactively and reflect on their progress around stress reduction.
  • Duration: 2 minutes
  • Any necessary customizations: No. Just select this template from the Flow Template Catalog and select “Start from Template.”


Template Title: Increase Engagement--Outcomes Survey

  • Template Type: Engagement
  • Summary: This survey asks participants to report on how they felt before the course and after. The survey’s purpose is to gauge a participant’s progress.
  • Why this is useful: Once a participant completes a course, you can send them this outcomes survey to ask them to give feedback on their goals.
  • Duration: 5 minutes
  • Any necessary customizations: No. Just select this template from the Flow Template Catalog and select “Start from Template.”


Template Title: Increase Engagement--Brain Health: Food for Thought (article)

  • Template Type: Engagement
  • Summary: Want to increase engagement with your participants? Send them this quick prompt to read an article from the content library.
  • Why this is useful: This template provides a touchpoint to engage someone with the topic of nutrition as it relates to brain health.
  • Duration: 5 minutes
  • Any necessary customizations: No. Just select this template from the Flow Template Catalog and select “Start from Template.”

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