Create KYC review task from campaign form submission
Create KYC review task from campaign form submission
Your KYC form submissions arrive without a tracked action, leaving donor verification unassigned. It creates a dated compliance review task so verifications complete before launch.
Overview
KYC form replies frequently sit untriaged, delaying donor verification and campaign readiness. This flow turns each submission into a dated compliance task for your program coordinators, ensuring verifications complete before launch.