Update participant progress record and send weekly notice
Update participant progress record and send weekly notice
Weekly check-in form submissions arrive without CRM context, so support can't track participant progress. Records and member messages are updated automatically so coordinators can act the same day.
Overview
When weekly check-ins arrive without CRM context, support spends time reconciling records and misses outreach windows. This flow updates participant records and triggers member messages automatically, so coordinators can follow up the same day and keep program momentum.