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Add eligible gift requests to marketing campaign in CRM

Add eligible gift requests to marketing campaign in CRM

Your gift-card requests in the team channel lack tracking and create manual fulfillment delays. The workflow records eligible requests to campaigns so managers can fulfill them same day.

Add eligible gift requests to marketing campaign in CRM

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Overview

Stop letting gift-card fulfillment stall in chat channels; this captures requests into campaign records and enforces eligibility checks so campaign managers can act without manual lookups. You’ll reduce fulfillment delays and enable same-day processing and weekly reporting.

Add eligible gift requests to marketing campaign in CRM