Create matching student survey records and update CRM
Create matching student survey records and update CRM
Your pre-course survey responses lack enrollment context, delaying program coordinators' prep. They are linked to enrollment and CRM records, so coordinators can suppress reminders and act within minutes.
Overview
When pre-course surveys don't map to enrollments, coordinators can't suppress reminders and students get redundant outreach. This flow links survey responses to enrollment and CRM records so your student success team can act within minutes and stop erroneous reminders.