Update testimonial form options daily with current staff list
Update testimonial form options daily with current staff list
Your testimonial form lists outdated adviser names, so clients sometimes choose incorrect options. Keep options current so submissions include correct adviser context same day.
Overview
Stale adviser lists in public forms confuse clients and create avoidable cleanup for your operations team; this flow refreshes form options each morning so submissions carry correct adviser context. That means fewer manual fixes and accurate adviser attribution on the same day.