Business owners: keep retention survey links current for outreach

Business owners managing retention boards risk coordinators sending outdated check-in surveys, undermining follow-up. Auto-filled links ensure coordinators open the correct check-in survey for outreach.

Overview

Retention coordinators sending the wrong survey hurts outreach and follow-up. This workflow populates the correct check-in survey link whenever an item's status changes, eliminating outdated forms and preventing survey mix-ups. Leaders get consistent outreach execution and clearer handoffs between status changes and coordinator action.

Notable Features

Populate survey link by status
Notify coordinators when links change
Use a status-to-URL lookup