Add completed demo contacts to demo nurture list
Add completed demo contacts to demo nurture list
Demo contacts are not reaching post-demo lists, leaving campaign managers without audience segments. Add associated contacts to a demo-completed list so marketing can send onboarding same day.
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Overview
When a demo completes, marketing needs the linked contact in a post-demo segment immediately to trigger onboarding campaigns. This workflow finds the contact tied to the completed deal and adds them to your demo-completed list. That lets campaign managers send onboarding messages the same day.