Add pass/fail tags from survey responses to contacts
Add pass/fail tags from survey responses to contacts
Your CPD survey replies often need manual review, which delays certificate issuance and burdens the support team. Reduce manual steps so eligible contacts are tagged for certificate issuance same day.
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Overview
Stop manual grading bottlenecks: this flow automatically evaluates free-text survey replies and tags contacts for certificate eligibility. That means certification teams can pick up ready-to-issue contacts and complete certificates the same day.