Add new payment submissions to segmented client lists

You receive payment submissions without list routing, forcing manual sorting and delaying onboarding. Add contacts to segmented lists and a master sheet for same-day onboarding.

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Overview

If payment submissions arrive uncategorized, campaign managers and billing staff waste hours on manual sorting and onboarding. This flow captures each submission, places contacts into the right marketing list, and logs details in a single sheet so you can onboard clients same day and reconcile payments without manual matching.