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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

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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