Ensure IT-approved midcase surveys reach eligible clients without accidental sends

IT admins see phase surveys reach ineligible clients, risking compliance. This workflow sends surveys only to eligible clients after SSD phase, so marketing captures timely feedback and avoids accidental sends.

Overview

Phase-driven survey sends can create compliance risk and harm client trust when contacts lack email permission. This workflow ensures only consented, email-eligible clients receive midcase surveys after the SSD phase, enabling marketing to capture timely feedback while IT enforces consent rules. The result is cleaner contact lists, fewer accidental sends, and an auditable record of outreach.

Notable Features

Check project phase before sending
Validate contact email permission
Tag and report survey outcomes