Update survey tracking record to Sent and timestamp
Update survey tracking record to Sent and timestamp
Your final survey sends aren't updating tracking, so you can't tell who received outreach. It marks the survey record as Sent and logs a timestamp so you can report and follow up same day.
Workflow preview:
Zap details:
Overview
When final survey sends don't update your tracker, follow-ups and program reporting get delayed. This workflow captures delivery events and updates the tracking record so program coordinators can see send status and act the same day.