Workflow configuration for this client. Changes take effect on the next survey send and follow-up run — no deploy.
Who conducts the outreach
Shown in the invitation: “<name> from <brand> is conducting…”. Blank → “the assessment team”.
Replies & BCC go here so a real person gets them.
Brand
Carried on outbound email & the status board. e.g. “Brooksource” → “BROOKSOURCE · POWERED BY CIVOPS”. Leave blank for pure CivOps. (CivOps is the product; the brand flexes per channel.)
Follow-up timing
Comma-separated. Blank → platform default (3, 7, 10). Current: nudge on day 3 · day 7 · day 10. Up to three nudges; completion stops all.
Status digest recipients
Get the weekly status email + the live link: status board ↗