Add report download signups to newsletter and records

Your report download responses often arrive without tags, leaving outreach and program tracking incomplete. It captures signups for the newsletter and creates a download record for same-day follow-up.

Workflow preview:

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Overview

When report downloads come through your form, subscribers and download records can fall out of sync, slowing outreach. This workflow captures each signup into your mailing audience and logs the download so coordinators can execute follow-up the same day.