Stay Connected. Build Trust. Support Long-Term Recovery.

Our Alumni Engagement & Outreach Tool helps behavioral health centers automate follow-ups, track calls, and send media-rich messages, all from within a single platform built and powered by Salesforce.

Recovery Doesn't End at Discharge, Neither Should Your Support

Engaged alumni are more likely to stay on track with their recovery, return for services, and refer others. Yet, staying connected at scale is a constant struggle for treatment centers.

Our Alumni Engagement & Outreach Tool simplifies this challenge by automating your follow-ups, streamlining alumni calls, and enabling rich, media-driven communication, all without adding manual work for your team

What You Can Do

Everything You Need to Keep Alumni Engaged Without Extra Work

1. Automated Alumni Engagement SMS Flow

Stay consistently in touch with alumni after discharge by scheduling thoughtful follow-up messages at key milestones. This ensures every client receives timely outreach as they progress through their recovery journey, without needing your team to manually track dates or statuses.

Set up automated SMS flows that trigger after discharge on important days (Day 7, Day 30, Day 90, etc.).
Ensure messages are sent only to eligible alumni based on discharge type and communication preferences.
Update message templates anytime to reflect new programs, events, or tone of communication.
Maintain a structured follow-up cadence across all alumni, ensuring no one is missed.

2. Alumni Call Management

Managing alumni calls becomes simple and organized with a centralized dashboard that shows who needs a follow-up, the status of each interaction, and allows you to log outcomes instantly. Your outreach team can track and update calls without juggling spreadsheets or manual lists.

View a list of alumni scheduled for calls, with their status and contact details clearly visible.
Log the outcome of each call whether it’s completed, voicemail, or no-response, with a few clicks.
Let the system manage call cycles automatically, removing no-response calls after set attempts.
Quickly update records when alumni return calls, ensuring outreach data stays up to date and organized.

3. Bulk Media SMS to Discharged Alumni

When you need to share updates, event invites, or wellness tips, you can send group messages enhanced with images or GIFs to alumni. Even as a group message, each outreach appears in the client’s SMS thread, keeping it personal and relevant.

Select specific groups of discharged alumni using filters like discharge date or program completion.
Craft engaging messages and attach media files (images, GIFs) to make announcements more dynamic.
Bulk-send messages that are delivered individually to each alum’s SMS thread.
Monitor delivery and response rates within the system for complete visibility on outreach effectiveness.

4. Single Outbound Media SMS

For individual follow-ups, appointment confirmations, or personalized check-ins, you can send direct SMS to any alum. Attach images or documents when needed, and keep the entire conversation visible in one place for easy reference.

Send personalized text messages directly from the alumni’s record in Salesforce.
Attach media files like images or flyers for more impactful communication.
View the entire message history in an organized SMS thread to maintain context.
Handle quick updates or individual follow-ups without switching platforms or apps.

Recovery Doesn't End at Discharge, Neither Should Your Support

Generic CRM tools fall short when it comes to behavioral health. Our solution is purpose-built with discharge-based triggers, alumni-specific workflows, and automation that mirrors the real-world demands of treatment centers.

Whether you’re aiming to nurture long-term relationships, boost event attendance, or simply stay connected, it’s all simplified into a few clicks, giving your team more time to focus on what matters most, which is client success.

Got questions? We have answers

How does the Alumni Outreach Tool help behavioral health centers stay connected with discharged clients?

Behavioral health alumni management tools like our alumni engagement platform automate follow-ups after discharge. They send scheduled SMS check-ins, event reminders, and wellness updates, all triggered by discharge dates. This ensures alumni feel supported long after treatment ends, without adding extra manual effort for your team.

Can the Alumni Engagement Tool improve alumni referrals and re-engagement?

Yes. Consistent, meaningful communication through an alumni engagement CRM helps keep former clients involved and emotionally connected. That steady relationship often leads to higher alumni referrals, stronger community participation, and better chances of re-engagement when additional services are needed.

Is this alumni engagement platform designed specifically for behavioral health programs?

Absolutely. Unlike generic alumni CRM software, this solution is customized for behavioral health alumni management. It uses discharge-based automation, recovery milestones, and personalized communication workflows that mirror real recovery journeys, all built for how treatment centers actually operate.

What kind of messages can I send through the alumni engagement SMS system?

You can send individual or group messages from personalized wellness check-ins to alumni event invitations and even include images or GIFs. Each message appears in the alum’s regular SMS thread, so outreach feels personal and genuine, not like a bulk or automated text.

How does the alumni engagement CRM integrate with Salesforce?

Our alumni engagement solutions are powered by Salesforce CRM integration, keeping all alumni data, messages, and logs in one centralized dashboard. You can track outreach history, measure engagement, and automate next steps, all without leaving your CRM. It makes alumni relationship management seamless, organized, and measurable.