Capture alumni check-ins as CRM cases for support

Alumni relations coordinators lose attendee details from form check-ins, causing missed follow-ups and incomplete records. This creates CRM case records so support agents start timely outreach.

Overview

Missed event check-ins create gaps in alumni engagement and leave wellness outreach to chance. Converting every check-in into a standardized CRM case gives alumni relations and support agents complete attendee records, ensuring reliable follow-up and far fewer missed contacts.

Notable Features

Create CRM case for each submission
Notify alumni relations and agents
Standardize attendance records for reporting