Send Week 4 protocol to active members via help desk
Send Week 4 protocol to active members via help desk
Your membership tracker rows marked to send Week 4 often need manual file lookup and a ticket, delaying protocol delivery to members. Deliver the PDF via help desk and update the tracker same day.
Overview
When tracker rows request Week 4 sends, manual file searches and ticket creation waste time and risk missed outreach. This flow turns a single tracker update into a support ticket with the PDF attached and marks the row completed, enabling program coordinators to resolve deliveries within minutes and avoid follow-ups.