COOs send class survey attendees to engagement platform

Marketing coordinators miss class survey submissions, creating compliance gaps and missed outreach. Send attendee IDs and class attributes to your engagement platform so they trigger follow-up.

Overview

Missed survey data creates compliance gaps and fragmented outreach for investment management firms. This workflow ensures attendee identities and class attributes land in your engagement platform, enabling reliable segmentation, timely follow-up, and a clear audit trail.

Notable Features

Capture survey responses as events
Send attendee identifiers to platform
Segment participants based on responses