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Create research contact and send questionnaire link to client

Create research contact and send questionnaire link to client

Your participant sheet updates leave contacts uncreated and survey links unsent. This creates contacts and issues questionnaire links so coordinators can onboard respondents same day.

Create research contact and send questionnaire link to client

Overview

When spreadsheet updates fail to create contacts or send questionnaires, recruitment stalls and coordinators waste time on manual follow-up. This flow turns updated rows into contact records and issues individual survey links automatically, enabling coordinators to onboard participants same day.

Create research contact and send questionnaire link to client