Non-profit ops staff: route opt-out registrants to follow-up

Program coordinators lose registrants' access when people decline mailing consent, forcing manual follow-up and risking engagement. Create contact requests for opt-out registrants so staff can deliver materials.

Overview

Program coordinators risk participant disengagement when registrants decline mailing consent and materials go undelivered. This workflow converts opt-out enrollments into internal contact requests so staff deliver course materials and log follow-up, preventing missed follow-ups and improving program reliability.

Notable Features

Create internal contact requests
Flag opt-out registrants for follow-up
Log follow-up actions centrally