Circa Outreach 1.0 Feature Guide
The Circa Outreach platform allows employers and community based organizations to exchange messages and corresponding emails, which are tracked automatically by the Outreach Management System. This document enables users to understand how to use the outreach platform.
How users can search for Community Based Organizations (CBOs)
From the left pane options, Click Outreach → Search.
In the page appears, enter the organization name or linked email or phone number in the search bar and click Search. Note: Users can click Search with or without entering text in the box.
You’ll get to see the list of organizations with the following options.
- Select All allows:To select all organizations at once
- Individual checkbox: To select particular organizations
- Add organization: To add a new community partner
- Add to List: To create a list of the organizations
- Message: To send organizations a message
- Add activity: To add activities related to the organizations
Click on FILTERS to see the available filter options. Select your filter preferences using the dropdown arrows next to each item, and click APPLY.
Linkage Agents
Employers use Linkage Agents to communicate with community partners about jobs they've posted, general connections, and things like that. To access Linkage Agents, go to left pane options, Click Outreach → Linkage Agents.
List
An employer might want to create a list of community partners they can reach out to. To access Lists, go to the left pane options, Click Outreach → Lists. You’ll get the following options:
- Select All: allows:To select all lists at once
- Individual checkbox: To select particular lists
- Delete List: To delete a list of the organizations
- Message: To send a message to the list
- Add activity: To add activities related to the list
By clicking on a particular list, you'll get to see the organizations added into that list and the following options:
- Select All: Allows to select all organisation in the list at once
- Individual checkbox: Allows to select particular organisation
- Delete from List: To delete an organization/ organisations from the list
- Message: To send organizations a message
- Add activity: To add activities related to the organizations
Each profile can also be viewed by clicking on any of the grid of your choice.
How to create a new list ?
From the left pane options, Click Outreach → Search. In the page appears, enter the organization name or linked email or phone number in the search bar and click Search. Click on FILTERS and set filter preferences using the dropdown and click APPLY.
Using Individual checkboxes or Select ALL option, select the CBO’s from the list and click Add To List.
In the popup window, you’ll get to see following options:
- Create New List: To create a new List
- Add to List: To add to an existing List
- Cancel : Cancels creating the List
By clicking Create New List, you will be able to add the new list's name. And click Save List to save the new list.
Once you save the list, you can view the newly created list by selecting View List.
How to send a message in the list ?
From the left pane options, Click Outreach → List. In the page appears, select a list of your choice. Using Individual checkboxes or Select ALL option, select the CBO’s from the list and click Message.
In the Send A Message box, you can either manually fill the information or choose a template from the Template dropdown list. And click SEND MESSAGE.
How to sort based on the activities ?
From the left pane options, Click Outreach → Activities. From the FILTERS menu, click on one of the item:
- Date Range and select the date range from the calendar
- Activity Type and choose the activity type from the list
- Completed By and select the people
And click APPLY.
How to view & download a record of activity ?
From the left pane options, Click Outreach → Activities. From the FILTERS menu, apply necessary filters to a date range and click APPLY. you’ll get to see the activities and click the EXPORT button to download the report as a CSV file.
