Keep campaigns updated when learners complete training

Marketing coordinators miss campaign rosters when course completions go unrecorded, creating reporting gaps. This flow adds learners to the right campaign and flags completion so reporting is accurate.

Overview

Marketing coordinators risk reporting gaps and missed follow-ups when course completions aren't recorded. This workflow routes learner completions into your CRM campaign and sets completion flags, ensuring campaign membership stays current and reporting and outreach happen reliably.

Notable Features

Add learners to correct campaign
Set campaign member status to completed
Flag records for reporting and follow-up