Keep trainee survey delivery records accurate for CEOs
Keep trainee survey delivery records accurate for CEOs
CEOs see trainee survey sends go unrecorded, causing missed follow-ups. This workflow marks survey records 'Sent' with a timestamp when final emails send, so admins start follow-up with accurate status.
Overview
Missed survey send records make follow-up unreliable and skew program reporting. This workflow ensures every final survey email is recorded and timestamped, so administrators can begin timely follow-up with confidence and reporting reflects true delivery.
Notable Features
- Mark survey records as sent
- Add timestamp to sent records
- Notify administrators for follow-up