Create contact and send questionnaire link to invited clients
Create contact and send questionnaire link to invited clients
Your invited-client sheet leaves referrals unprocessed, causing missed invites. It adds contacts and sends questionnaire links so coordinators finish outreach same day.
Overview
Manual invite handling slows research and forces coordinators into copy-paste work. This flow converts updated sheet rows into survey contacts and issues individualized questionnaire links so outreach completes same day, keeping study timelines on track.