Add new trial signups to onboarding email list

Your trial signups missing list placement leave welcome campaigns inconsistent and reps without onboarding context. They join the onboarding segment so managers can email them same day.

Add new trial signups to onboarding email list

Overview

Unsegmented trial signups make onboarding campaigns inconsistent and waste early outreach. This flow guarantees each trial registrant is placed into the onboarding segment and removed from general lists so campaign managers can engage them the same day.

Add new trial signups to onboarding email list