Send survey shortlink to worker and update record
Send survey shortlink to worker and update record
You get intake rows without survey links, leaving workers uncontacted and case files incomplete. It sends a shortlink email and updates the record so case managers have outreach tracked same day.
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Overview
Turn new intake rows into same-day outreach: a shortened survey link is created, emailed to the worker, and the intake record is updated for tracking. That eliminates manual link generation and gives case managers visible outreach status within minutes.