Add new orders to year cohort and parent lists
Add new orders to year cohort and parent lists
Your online orders lack structured parent contact and enrollment context, causing manual entry and delayed outreach. Add purchaser and parent contacts to lists for same-day outreach and enrollment tracking.
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Overview
Stop relying on manual exports to build your enrollment audiences — this flow captures purchaser and parent contacts the moment an order arrives. Campaign managers gain ready-to-send lists and enrollment coordinators get same-day roster entries for faster outreach.