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For data directors: attach survey responses to CRM

For data directors: attach survey responses to CRM

Directors of data analytics see survey responses unlinked, delaying outreach and leaving constituent profiles incomplete. Attach submissions to CRM profiles so organizers can begin outreach and analysis.

For data directors: attach survey responses to CRM

Overview

Unlinked survey responses leave organizers blind and delay constituent outreach, risking engagement and program outcomes. This workflow attaches submissions to CRM profiles on receipt so organizers start outreach and analysts have complete records for reporting, resulting in faster response times and fewer manual merges.

Notable Features

  • Attach survey responses to CRM
  • Match submissions to constituent records
  • Alert organizers about unmatched surveys

For data directors: attach survey responses to CRM