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Create contact and opt-out profile from form submission

Create contact and opt-out profile from form submission

Your advocacy form opt-out and mailing requests go untracked, causing inaccurate outreach lists. Capture each submission to contact and preference records so coordinators can honor requests same day.

Create contact and opt-out profile from form submission

Overview

When opt-out preferences and print-request flags sit unrecorded, outreach lists become unreliable and fulfillment stalls. This workflow writes each submission into contact and preference records, letting campaign managers honor preferences and dispatch materials the same day.

Create contact and opt-out profile from form submission