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Capture and link guardian contacts from registration forms

Marketing coordinators miss registrants when guardian contacts from registration forms aren't linked. It matches or creates guardian records and links them to registrants so marketing reaches families reliably.

Capture and link guardian contacts from registration forms

Overview

Missed or unlinked guardian contacts cause outreach gaps and lost program engagement for marketing. This workflow captures, matches, and links parent/guardian contacts at form submission so marketing reliably reaches families and starts outreach within minutes. Cleaner contact lists mean fewer lost registrants and more consistent outreach.

Notable Features

  • Match submissions to guardian records
  • Create or update contact records
  • Tag families for targeted outreach

Capture and link guardian contacts from registration forms