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Alumni event coordinators: capture every check-in and contact

Event coordinators miss alumni check-ins and contact info when submissions get buried, risking missed follow-ups. Create CRM case records from each check-in so coordinators start follow-up quickly.

Alumni event coordinators: capture every check-in and contact

Overview

Unchecked alumni check-ins lead to lost engagement and missed follow-ups. This workflow logs every check-in as a CRM case and alerts event staff so follow-up happens promptly, eliminating missed outreach and keeping records complete.

Notable Features

  • Create CRM case records automatically
  • Capture attendee contact and notes
  • Notify event staff for follow-up

Alumni event coordinators: capture every check-in and contact