Set contact Day1 flag on assessment pass for new users
Set contact Day1 flag on assessment pass for new users
Your learners' assessment results aren't recorded in CRM, leaving teams without engagement signals. Capture Day 1 flags so teams can start nurture and outreach the same day.
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Overview
When first-day assessments don't reach your CRM, campaign and onboarding teams miss the window to engage. This flow writes a Day 1 completion flag to contact records automatically so teams can begin nurture and outreach the same day, keeping learners engaged and reducing manual follow-up.