Add feedback tag and update client record status
Add feedback tag and update client record status
Your client intake records often lack a link to feedback outreach, causing missed survey invitations and unclear follow-up. You get tagged subscribers and updated client records for same-day outreach.
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Overview
If survey invites aren't linked to case records, follow-up stalls and reporting gets noisy. This flow tags the subscriber and writes the survey ID back to the source record so coordinators can run same-day outreach and accurate response reporting.