Send unique survey link and mark as sent

Your screening sheet lists eligible referrals, but delayed outreach stalls enrollment and causes duplicate contact. The flow sends unique survey links so coordinators can onboard respondents same day.

Send unique survey link and mark as sent

Overview

Delayed or duplicate outreach stalls enrollment and wastes coordinator time. This flow delivers unique consent and survey links within minutes of an eligible row and marks records as sent, so recruitment staff can onboard participants same day.

Send unique survey link and mark as sent