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Create policy activity notes and alert policy owners

Create policy activity notes and alert policy owners

You get pixel tracking events for policy emails without a central record, so opens go untracked and follow-up is unclear. It logs each event as a policy activity and alerts owners for same-day followup.

Create policy activity notes and alert policy owners

Overview

Tracking pixels often produce raw events that never make it into your CRM, so producers' opens go unnoticed. This flow captures those events as policy activity records and routes a concise note and email to owners within minutes, enabling same-day follow-up and clearer handoffs.

Create policy activity notes and alert policy owners