Health marketing: keep webinar attestations current

Marketing VPs see registrant updates miss customer success, leaving attestation stale and risking compliance. They update attestation and session date in customer success for accurate compliance.

Overview

Outdated attestation records create compliance risk for member accounts and weaken program reporting. This workflow keeps attestation and session date accurate in your customer success system so operations and success teams have reliable compliance records and zero missed follow-ups.

Notable Features

Update attestation fields on change
Format session dates for consistency
Notify customer success of updates