Update deal with evaluation email content for audiences

Your team lacks consolidated evaluation email content on each deal, forcing coordinators to copy links manually. It compiles audience-specific email blocks and saves them to the deal before workshops.

Update deal with evaluation email content for audiences

Overview

Scattered ticket links and copy slow down coordinators and risk missed survey windows. This flow consolidates deduplicated link lines into audience-targeted pre/post email blocks and writes them to the deal, enabling communications to go out ahead of workshops.

Update deal with evaluation email content for audiences