Marketing ops: update enrollment sheet on completion status
Marketing ops: update enrollment sheet on completion status
Marketing ops face stale counseling statuses that cause mis-targeted campaigns. Completed counseling updates the tracking sheet so follow-ups and segments use accurate enrollment.
Overview
Stale counseling statuses cause mis-targeted campaigns and unreliable enrollment reporting. This workflow keeps completed counseling records flowing into your tracking sheet so marketing ops can trust campaign segments and outreach target truly enrolled contacts.
Notable Features
- Update tracking sheet on completion
- Route completed contacts to segments
- Flag missing enrollment details for review