Keep learner records and dashboards up to date
Keep learner records and dashboards up to date
Marketing coordinators sometimes miss assessment completions, leaving learner profiles stale and dashboards empty. This flow creates or updates learners, tags profiles, and grants dashboard access so staff see current progress.
Overview
Marketing coordinators lose learner momentum when assessment completions aren't captured and dashboards stay empty. This workflow provisions or updates learner profiles, tags eligibility, and issues welcome access, eliminating manual handoffs and keeping staff informed so learners start tracking progress immediately.
Notable Features
- Create or update learner records
- Tag learners for dashboard access
- Send personalized welcome email