Add assessment completions to audience for timely follow-up
Add assessment completions to audience for timely follow-up
Assessment completions live only in your database, leaving profiles incomplete and delaying coach follow-up. Import rows into your course audience for same-day onboarding and coach outreach.
Overview
When assessment data sits only in your database, participant onboarding slows and coaches lack context. This flow turns completed rows into audience entries, flags retest needs, and marks records processed so program coordinators can onboard and reach out same day.