Update check-in survey link on retention board item
Update check-in survey link on retention board item
When retention items change status, check-in records may show the wrong survey link and confuse outreach. You get consistent links for outreach, helping coordinators follow up same day.
Overview
If check-in statuses update without the right survey link, coordinators can send the wrong form and create awkward follow-ups. This flow routes each status to its corresponding survey link automatically, giving coordinators accurate links for same-day outreach.