Add coaching call attendees to your campaign segment
Add coaching call attendees to your campaign segment
Your coaching call bookings lack attendee tags, so campaign managers can't queue pre-session sequences or prep outreach. Add attendees to a coaching tag so coordinators can send prep materials same day.
Overview
If bookings arrive without tags, your campaign managers can't queue pre-session outreach or prepare coordinators. This workflow tags coaching-call invitees and places them into the right nurture segment, so prep materials go out the same day and sessions start better prepared.