Add new trial signups to onboarding email list
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.
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.