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Alert customer support ops to study eligibility submissions

Customer support ops miss eligible respondents when form submissions sit unread, stalling outreach. Study coordinators get contact and eligibility answers so staff can review and begin outreach.

Alert customer support ops to study eligibility submissions

Overview

Missed eligible respondents derail recruitment and waste outreach effort. Routing each submission with contact and eligibility details to study coordinators turns reactive follow-up into proactive outreach, so staff see qualification status and begin outreach quickly, reducing missed follow-ups.

Notable Features

  • Send coordinator-ready qualification emails
  • Add submissions to review spreadsheet
  • Flag eligible respondents for follow-up

Alert customer support ops to study eligibility submissions