Marketing referral coordinators: notify preplanning of new attendees
Marketing referral coordinators: notify preplanning of new attendees
Referral coordinators miss outreach when attendee signups go unshared, risking missed partnerships. Email and SMS alert preplanning with attendee details and a leads sheet link to prioritize outreach.
Overview
Referral coordinators lose opportunities when attendee details aren't routed to preplanning. This workflow sends email and SMS alerts plus a centralized leads sheet link so preplanning can prioritize outreach and assign follow-up. Teams report faster response times and fewer missed follow-ups.
Notable Features
- Send email and SMS alerts
- Add attendee rows to lead sheet
- Flag urgent registrations for follow-up