2025 Marketing Campaign - #CareTeamSix
We’re excited to share the Marketing Campaign brief for the initiative we announced during our most recent quarterly call! In this brief, you’ll find everything you need to know to make this campaign a success, including the objectives, target audience,
CRM Updates 9-9-24
Hi All, We're excited to announce the release of our latest software update, featuring a fresh new visual design and several enhanced features. For those of you who participated in our beta testing for the new Canvas view, thank you for your invaluable
AxisCare Updates to Assessment Form
We will be installing some updates to the 2nd Family Assessment form in Axiscare over the coming days. The changes are as follows: 1) We will be installing another tab on the assessment form which asks the RN to list the total time spent crafting the
Referral Partner Forms
During the last quarterly meeting, we previewed a new feature in Zoho CRM called the Referral Partner Form. This form and its features would be embedded into our app and Zoho CRM, allowing for a standardized process for giving referrals for needs we don't
2024 2nd Family National Caregiver of the Year
A press release was distributed this morning to announce our caregiver of the year recipients. Below you will find a link to the press release, a link to our website where the winners are listed, as well as an image that can be used in any social media
Client Admission Updates
We have updated the email notification templates associated with the new client admission package. Previously, each of the emails contained similar verbiage, all of which indicated that the agreement was completed. However, that wasn't necessarily true,
Call Center Update / Email Drip Update
Good evening, 2nd Family team. We have two quick updates to provide you on our working list of additions and improvements to the system. Call Center Update: As of 11/1/2023, the toll-free number will now be answered by a professional call center. The
Error Fix - 2nd Family App
Hi All, We've heard from several of you over the last few weeks regarding issues with the 2nd Family app. Namely, you're not seeing any info in the app after selecting from the roles (client, staff, referral partner). This issue seems to be primarily
App 2.0 is Live
The new version of the app is now live. Users who close the app or log out will be presented with the new version the next time it is opened. Users who previously needed to log into the 2nd Family app will no longer need to do so. The email template in
2nd Family App V2.0 Development Release
2nd Family App V2.0 Development Release Updated 10/25/23 We also have a video walkthrough of the desktop version. You can find that video at the URL below: https://drive.2ndfamilyfranchise.com/external/f5dca138b6fd7e3545eb1cf906552d8771526c8104fba69c81ff5a4ea8369896
Coming Soon - A list of projects in the pipeline
Hello Team! We're often working on a lot of exciting things in the support office, but we generally do a poor job of letting you know what we're working on to improve our system. Several of you have expressed a desire to know more about what's in our
Requesting Client Reviews
This feature has been a part of our extension package for a while now, but it has been adjusted and updated over time. Recently, there have been some questions about how to obtain online reviews from clients, and how to use CRM to do so. The video below
CRM Updates: 7/24/2023
Recent updates to CRM: 1) 2nd Family extension updated to version 107.0 with the following: Added email templates to coincide with the 3 follow-ups with the client/family - after the first shift, after two weeks, and after 3 months. The RN Care Coordinator
CRM Updates: 7/11/2023
Updates to Zoho CRM on 7/11/2023 Over the last several days, we've pushed out some updates to the 2nd Family extensions in Zoho CRM. Those updates were completed this morning, and include the following: 1) The email drip sent to new leads has been updated
CRM Updates 6/1/23 - REVISED
Today we installed an updated version of the extension in CRM. Below is a list of pertinent updates and how they each affect the workflows. 1. Lead profile, Status field If the Status field on the Lead profile is updated to Contacting - Paid Lead Source,
Franchise Website Dashboard
Hello Everyone! Hopefully you've had a chance to review the new website that we launched roughly two weeks ago. If not, please head over to 2ndFamily.com and check it out! Below is a link to an overview video of the site, including one of the cool new
10DLC TCR Registration
We notified you a few weeks ago about changes made to the SMS messenger in CRM. These changes were implemented to maintain compliance with US A2P 10DLC regulations. A2P 10DLC refers to a system in the United States that allows businesses to send Application-to-Person
Zoho CRM SMS Updates
Important Updates to Zoho CRM SMS functionality In an effort to continue to maintain compliance with mobile carrier and U.S. regulatory requirements, we've implemented some updates to our CRM SMS functionality. The new process will require a double opt-in
New Scheduling Launch Guide
There is now a Launch Guide in the portal which outlines the daily responsibilities and tasks for a scheduler. You can access that guide below.
Reminder - Royalty Date Adjustment in January 2023
The final royalty and fee payments of 2022 will process this week. As a reminder, beginning with the fees due in January 2023, we will be changing from a "month of invoice" basis to a "shifts worked in a month" basis. To date, royalty calculations have
2nd Family Shop Fully Functional
Hi all, The Caregiver of the Month section of 2nd Family Shop is now ready! Attached to this announcement are instructions on how to use the program along with a welcome sheet with general instructions on how to use the site. We have a small selection
2ndFamilyShop.com Now Open!
Introducing 2ndFamilyShop Our new online merchandise store is now open and the total number of products in the new store is huge! There are a ton of apparel items, display materials, swag, etc. And the best part is - it's all in stock. Our previous vendor
Olivia | Recruit Integration Restored
The integration between Olivia and Zoho Recruit has been restored. When a candidate in Olivia is set to the "Hired" status, that candidate will be automatically synced to Zoho Recruit. The sync will include demographic data only - name and contact i
IMPORTANT - New Careers Page and Olivia are LIVE!
This is an important announcement, so please read this post in its entirety. After a few delays, the long-awaited recruiting updates are ready! The new careers page and the updated version of Olivia have gone live as of 12:30 PM ET today, September 28th.
NEW RELEASE - 2nd Family University
We are excited to launch and new and improved version of 2nd Family University! You no longer need to request access for your employees to gain access to our training materials. Now users can register an account with 2nd Family University directly by
Updated Support Videos 8/30/22
With all of the recent software updates, the following articles in the franchise support portal have been updated to reflect the newest version: Zoho CRM Status Automations Overview Overview of Contact Module Deposit and Welcome Email CRM: An Overview
Change in Staff
Hi All, We are making a change in our support staff. Tomorrow, August 30th, will be Marianne's last day with the company. Our new Franchise Success Advocate, Katie, will begin on Wednesday, September 7th. Josh and Chad will continue to be fully involved
Update on Career Site / Olivia
Hi All - Here is a quick update on the new Olivia platform rollout: 1. Please continue to work through the Test Script and practice with the new setup. Feel free to ask questions to us or to Lameck directly (if the question relates to any backed setup
Zoho CRM Updates - August 10, 2022
An update was pushed to Zoho CRM today for all accounts. Below is a summary of the changes: - The Contacts module now has a field on the profile named "Contact Type". This field has 4 options: Client Contact, Referral Source, RN Care Coordinator, and
Launch Guide Updates
On 8/4/22 the Launch Guides were both been updated to include more specific metrics.
Olivia Outtage
Hi All - Olivia's conversation is currently experiencing some glitches. It looks like this is impacting some, but not all, locations. We are aware of the issue and Paradox is currently working on our support ticket. We hope to have this resolved in the
Live Chat for Franchise Support
Live Chat for Franchise Support As of today, June 23, 2022, we now have a live chat feature in the franchise support portal. Please feel free to use this in lieu of email to communicate with the franchise support team for any quick questions or issues
Business Development Dashboard
Zoho CRM Update Hi 2nd Family Owners! We have installed a new Business Development Dashboard in your Zoho CRM account. The metrics on this dashboard will coincide with the sales launch guide. To find the BDD, navigate to the modules menu at the top of
Website Update 6-14-22
Hi All, We are currently experimenting with a guided web overlay on the main homepage. The overlay is intended to get the website visitor to move down a curated path and allow us to capture their information with more regularity. You don't need to do