Contacting the right signers

Special thanks to the Kent district for a brilliant idea

A week ago we added a simple survey to our dashboard with with three simple questions:

• What do you like least about Robinform, and why?

• What is Robinform not doing that you wish that it would, and why?

• What do you like most about Robinform, and why?

I wasn’t sure if anyone would reply. But yesterday I noticed that Kent School District (I have to give you all full credit for this) responded with an interesting insight.

Simply put, in relying on AI to improve contact information for form submissions, forms weren’t always getting to the right people at organizations. And more importantly, in using that as a crutch, we overlooked the database of signers at other organizations that the signing process organically creates for us.

Thanks to Kent School District’s suggestions we now do the following:

1. Ask signers to add their email and phone number when they sign forms

2. Provide employees that add employers with suggestions for contacts in the following order:

   1. If an employer is a Robinform customer, we use the district information for the suggestion (signers, address, phone, etc)

   2. If an employer is not a customer, but previously signed, we use:

      1. The email and phone number specified when signing other forms (if available)

         1. For employers with submissions prior to this change, as a stopgap we use the last email address inserted by customers as the recommended contact. Eventually this will not be needed.

   3. If an employer has never interacted with the system, we use our AI lookup for any information we can find.

      1. If this fails, we apply a default email address (hr@) and flag it for the employee to update before submission.

We’re excited to see how this helps!

And if you have any thoughts, please write in to us on our form or over email. We would love to hear from you. What exists today was built on insights and feedback like this. So please keep it coming.