Building & activating a recall

Every recall goes through the same three-step flow before it goes live: define who it reaches, design what it sends, then review and activate. This article walks through that flow end to end and focuses on the final Activate review screen, where you take a recall live.

The three steps

1. Audience builder — you define which patients the recall reaches, as one or more segments.
2. Sequence builder — you design the journey of messages each segment receives.
3. Activate — you review a one-page summary of everything and switch the recall on.

You can leave at any point and your work is saved as a draft. To pick it back up, click Resume draft on the recall in the Library or the Recalls list — it returns you to whichever step you were on.

Step 1 — Define the audience

After you click Configure (or Create custom) in the Library, you land in the Audience builder. Here you describe which patients the recall should reach, and Elva turns your description into segments — patient groups, each with a live count of how many patients currently match.

When the segments look right, you confirm them and move on.

For the full walkthrough, see Audience builder.

Step 2 — Design the sequence

Next you land in the Sequence builder. Each segment has its own sequence — the timed journey of messages that fires for the patients in it. You lay out the steps (email, SMS, AI voice, human call), choose a message template for each, and set how long to wait between steps.

When the sequence is ready, you choose Save & continue to move to the final review.

For the full walkthrough, see Sequence builder.

Step 3 — Review and activate

The Activate screen is the final gate before your recall starts sending real messages to real patients. It lays out everything you configured on one page so you can check it before going live.

What you’ll see

• A summary band — how many segments, how many are active, and how many sequences this recall has.
• The recall’s details — its name, description, goal, trigger, and channels. For a custom recall, these are editable here; for a recall started from the library, the key details are fixed to the template and shown for reference.
• Each segment — its name, plain-English description, patient count, any patient warnings, and a summary of its message sequence (how many message-sending steps, on which channels).
• The KPIs this recall will track once it’s live.
• An activation check — a clear panel telling you whether the recall is ready, with any errors that must be fixed or warnings worth a look.

Errors vs. warnings

• Errors block activation. The Activate button stays disabled until you fix them. A typical error is a sequence step with no message selected, or an empty branch in the sequence. Errors are fixed back in the Audience builder or Sequence builder — click into the relevant segment to go there.
• Warnings don’t block activation. They’re things worth knowing — for example, a segment with a small patient count. You can read them and decide whether to proceed.

How to activate a recall

1. On the Activate screen, review each section and the segment list.
2. For a custom recall, adjust the recall’s name and any editable details if you need to.
3. Clear any errors shown in the activation check. (Warnings are optional to address.)
4. Click Activate.
5. Confirm in the dialog that appears — activating starts enrolling patients and sending messages within minutes.
6. You’ll see a success screen confirming the recall is now active, with links to View report or go Back to recalls.

How to discard a draft

1. On the Activate screen, choose the discard option (usually near the top of the page).
2. Confirm in the dialog. This abandons the draft and returns you to the Library.

Editing a recall after it’s live

To change a live recall’s audience or messages, you generally switch it off, make your changes, and activate it again. Day-to-day adjustments like switching it on or off happen on the Recalls list; message content lives in the Template library and the Sequence builder.