Keep IT consent records accurate when projects enter midcase phase
Keep IT consent records accurate when projects enter midcase phase
IT admins face midcase phase changes leaving contact consent outdated, risking surveys to declined or ineligible contacts. So ops maintains consent accuracy and avoids ineligible survey sends.
Overview
Outdated consent flags risk sending surveys to contacts who opted out and create compliance exposure. This flow updates subscription flags and tagging when projects hit midcase, keeping consent records audit-ready so operations report fewer survey mishaps.
Notable Features
- Update subscription flags on phase change
- Add no surveys tag to contacts
- Prevent survey sends for ineligible contacts