Capture unmatched survey respondents for director of data analytics

Director of data analytics loses track of unmatched survey responses, causing outreach gaps. This workflow ensures outreach coordinators add them to the CRM promptly for immediate follow-up.

Overview

Unmatched survey responses create outreach gaps that weaken constituent relationships for civic organizations. This workflow captures each unmatched respondent into a follow-up spreadsheet and notifies outreach coordinators to add them to the CRM, eliminating missed follow-ups and ensuring prompt constituent engagement.

Notable Features

Capture survey respondents into spreadsheet
Flag records missing in CRM
Notify outreach coordinators for review