Move contact to questionnaire reminder group after start
Move contact to questionnaire reminder group after start
Your questionnaire timestamps don't update mailing segments, so clients get irrelevant reminders and coordinators lack context. Keep segments accurate so coordinators send targeted reminders same day.
Overview
When questionnaire timestamps change, audience segments can quickly fall out of alignment and coordinators end up sending wrong reminders or manually cleaning lists. This flow moves contacts into the correct reminder list so coordinators can act within minutes and avoid missed outreach windows.