Create participant contact records from new request roles
Create participant contact records from new request roles
Your request participant roles aren't captured as contacts, which delays sponsor outreach and survey sends. Coordinators can begin targeted outreach and surveys the same day.
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Overview
When participant roles are added in your marketplace, outreach windows can slip and sponsor follow-up is delayed; this flow captures those participants as contact records and routes them into your request tracker. Program coordinators can begin targeted outreach and surveys the same day, reducing manual lookup and accelerating collaborator engagement.