Marketing ops: populate roster IDs and standardize contacts
Marketing ops: populate roster IDs and standardize contacts
Marketing ops get enrollments missing roster IDs and inconsistent contact types, risking broken reports. Set default roster IDs and standardize contact types to ensure reliable reporting.
Overview
Missing roster IDs and mixed contact types break enrollment reporting and stall downstream workflows. This workflow guarantees each enrollment gets a default roster ID and standardized contact types so enrollment coordinators have consistent records and reporting runs reliably.
Notable Features
- Populate default roster ID
- Standardize phone and email types
- Notify enrollment coordinators on update