Skip to content
Log inSign up
Templates
Create follow-up records from intake CSVs and send emails

Create follow-up records from intake CSVs and send emails

Your intake CSVs sit in a shared folder and delay post-adoption follow-up tracking. This creates follow-up records and schedules a seven-day check-in email so responses are requested within seven days.

Create follow-up records from intake CSVs and send emails

Overview

Intake CSVs sitting in a folder create manual work and missed post-adoption follow-ups for program coordinators. This flow turns each CSV row into a tracked follow-up record and schedules a one-week check-in email so adopters are contacted within days.

Create follow-up records from intake CSVs and send emails