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Add face-to-face visit contacts to segmented mailing lists

Add face-to-face visit contacts to segmented mailing lists

Your face-to-face visit records miss phase tags, so outreach lists become incomplete. It adds visitors and teachers to correct phase mailing lists so coordinators can send targeted follow-ups same day.

Add face-to-face visit contacts to segmented mailing lists

Overview

If face-to-face visit contacts aren't consistently added to the right lists, follow-ups slip and coordinators scramble. This flow captures visit contacts and places them into phase-specific mailing segments so your team can send targeted follow-ups the same day.

Add face-to-face visit contacts to segmented mailing lists