Send referral outreach messages and update contact status
Send referral outreach messages and update contact status
Referral spreadsheet updates often lack outreach context, leaving participants uninformed and reducing enrollment. It sends templated email or SMS and updates status so coordinators can act same day.
Overview
Referral rows should convert to outreach, not manual work. This flow delivers templated email or SMS and logs outreach so program coordinators see status changes and can follow up same day, keeping enrollment moving.