Add new school visit contacts to segmented lists

New school visit records don't get added to mailing segments, so visiting teachers miss targeted materials. Adding contacts to correct segments ensures timely follow-ups same day.

Overview

When school visit records don't flow into your outreach lists, teachers miss timely materials and support follow-ups. This workflow captures visit contacts and places them in the right segmented lists so campaign managers and support coordinators can send targeted follow-ups the same day.