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Participant experience managers capture leads instantly

Participant experience managers miss volunteers when study leads arrive untagged, delaying enrollment. It routes leads into your recruitment CRM and adds study tags for prompt follow-up.

Participant experience managers capture leads instantly

Overview

Participant experience teams risk losing eligible volunteers when study leads sit untagged. This workflow captures ad leads into your recruitment CRM, tags eligibility, and subscribes contacts so follow-up happens quickly. Teams report faster follow-ups and fewer missed enrollments.

Notable Features

  • Capture leads from ad forms
  • Tag contacts by study eligibility
  • Add contacts to recruitment lists

Participant experience managers capture leads instantly