Add new client contacts into segmented subscriber lists
Add new client contacts into segmented subscriber lists
Your new contacts lack marketing list assignment, delaying onboarding and nurture emails for advisors and prospects. Adds and tags contacts for campaigns so welcome messages go out same day.
Overview
If new advisor or prospect contacts aren’t entering your email lists, welcome and nurture sequences stall and manual work multiplies. This flow pushes each new contact into the right subscriber segment and tags them for campaigns so welcome messages go out the same day.