Add new mentees to resource and B2B newsletters
Add new mentees to resource and B2B newsletters
Mentee status updates not added to lists cause inconsistent onboarding. Add mentees to segments so coordinators send consistent onboarding and new mentees get resources same day.
Workflow preview:
Zap details:
Overview
When mentees move to an active status and they aren't added to newsletter lists, onboarding messaging fragments and coordinators scramble to catch up. This flow puts new active mentees into the right segments automatically, so coordinators can deliver targeted onboarding content consistently, often same day.