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Digitizing the Clearing-in Process

Industries
Nonprofit Marketing Software, Military Communication Systems

Tools
Marketing Automation Software | Personalized Communications, Form Builder Software | Drag-and-Drop Web Form Creator

2 min read

Clearing-in Process

Many military family resource centers struggle to easily clear in new families while also sharing existing and new opportunities with those families. A process that can record military family clearing-in data digitally and then leverage this data to share the right opportunities with the right families can drastically improve how the overall clearing-in process is managed.

SimplyCast presents the idea of the Clearing-in Communications use case, a complete digital solution for streamlining the intake of data for new MFRC members and communicating the right programs and benefits to them.

The solution is intended to be leveraged by clear-in personnel and digital coordinators who work with MFRCs to clear in new members faster and more effectively.

The Digitized Clear-in Process

SimplyCast anticipated the need to improve how this process is managed and can help MFRCs to leverage a four-step process to do just that.

Let’s take a look.

Coordinators – Step 1

First, coordinators complete the setup of the digital clear-in campaign and ensure that relevant local opportunities have been identified and have pathways that lead to them in this campaign.

Families – Step 1

Next, when a new military family arrives to the area, they fill out the initial intake form and are automatically categorized into lists based on the information they submit.

Families – Step 2

After a pre-defined time delay, families are then sent additional information about any local opportunities and programs that may apply to them, based on the information they submitted via the initial intake form.

Coordinators – Step 2

Should any new opportunities become available later, coordinators are able to send out additional automated messages based on how families are categorized in their lists and make any necessary modifications to the clear-in campaign for future families that come to the area.

Why SimplyCast?

The digital clear-in process is straightforward and fast, and it means that every new military family can easily learn about the programs that are likely to be most relevant to them.

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this clear-in communications solution is fully customizable, and it can be tweaked or altered to meet the exact needs of every MFRC.

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.

Most importantly, we have a 99.5 percent minimum uptime, meaning with our solution, you can have peace of mind. 

Interested in digitizing your clearing-in communications process?

Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works.

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your clearing-in communications solution more efficiently.

Keywords:

clearing in

military

military family

resources

military automation

military family resource center

clear-in process

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