Add canceled accounts to the cancellation email segment
Add canceled accounts to the cancellation email segment
Your membership status changes aren't reflected in email lists, so canceled members stay in active campaigns. Move them into a cancellation segment so campaign managers can send offboarding messages.
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Overview
When membership statuses flip to canceled or expired, contacts often remain in active campaigns and receive inappropriate messaging. This flow moves those contacts into a cancellation mailing segment and removes them from active and plan lists, so campaign managers can run offboarding and winback outreach within minutes.