Outreaches & On Demand Outreaches

Modified on Mon, 6 Oct, 2025 at 3:43 AM

If you have made any changes to tracking methods it is recommended to delete the on-demand outreach that was created by default in the system, assuming you have not processed any visits yet. If you have created visits please remove them before you delete any outreaches. 


Here’s a help document on how to remove a visit: Download


To create a new outreach use the “Create New Outreach” link in the blue box next to the gold key located at the top right hand of the screen. It’s important to understand how Outreaches and On Demand Outreaches work. 


The following link will help you make decisions according to your intended use of outreaches: 

Manage Outreach 



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