Add completed customers to your retention newsletter list
Add completed customers to your retention newsletter list
Your closed customer records often miss the customer mailing list, delaying service notices and product updates. Add those customers to the newsletter so campaign managers can notify them same day.
Workflow preview:
Zap details:
Overview
Closed customers should flow into your newsletter without manual steps. This workflow moves completed contacts into the customer mailing list so campaign managers can send maintenance notices and offers the same day, reducing manual list upkeep.