Add birthday leads to your promotional contact list

Your birthday lead form submissions arrive untagged, forcing manual list updates and generic offers. Leads are tagged and added to your promotional list for targeted outreach the same day.

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Overview

When birthday leads arrive untagged, campaigns turn generic and manual list cleanup slows your team. This flow captures lead-form signups, tags them for the birthday promotion, and adds them to your promotional list so campaign managers can run targeted outreach the same day.