Add webcast completion tag to contact record automatically
Add webcast completion tag to contact record automatically
Your webcast completion survey responses go untracked, delaying CPD certificate processing and attendee follow-up. It tags matching contacts so support coordinators can process certificates same day.
Overview
When completion surveys arrive without a clear marker, certificate issuance and reporting fall behind and your coordinators spend time chasing records. This flow tags respondents immediately after submission so support coordinators can queue and issue CPD certificates and clear processing the same day.