Add new live accounts to onboarding campaign list
Add new live accounts to onboarding campaign list
Your live account updates don't enroll contacts, leaving new customers without welcome messaging. Contacts are enrolled so campaign managers can start nurture within minutes.
Overview
When an account flips to Live, this flow automatically enrolls its contacts into the onboarding campaign and records a conversion so campaign managers can act without manual entry. That prevents welcome delays and delivers enrollment and engagement signals within minutes for timely reporting.