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Create referral email export rows in a tracking spreadsheet

Create referral email export rows in a tracking spreadsheet

Your referral email recipients aren't tracked centrally, leaving outreach status scattered. Log tagged users to a single spreadsheet so you can review outreach and produce reports before campaign review.

Create referral email export rows in a tracking spreadsheet

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Overview

When referral emails are sent, support ops needs a clean, time-stamped roster to verify outreach and identify accounts needing follow-up instead of manual consolidation. This flow captures each tagged recipient into a formatted spreadsheet, giving program coordinators a ready roster to review and build reports the same day.

Create referral email export rows in a tracking spreadsheet