Add active merchant contacts to owner drip campaigns
Add active merchant contacts to owner drip campaigns
Your active merchant contacts sometimes don't reach rep text campaigns, so reps miss timely outreach. The workflow enrolls each contact into the assigned rep's monthly drip so outreach happens same day.
Overview
If active merchant contacts aren't reliably routed into rep campaigns, outreach windows get missed and deals cool. This workflow routes each recently active merchant to the correct owner's text drip so reps can start outreach the same day and keep pipeline momentum.