Add onboarding completion tag to marketing audience contacts
Add onboarding completion tag to marketing audience contacts
You miss updating contacts when deals reach onboarding completion, leaving post-onboarding messages untargeted. Add or update those contacts in your marketing audience so campaigns run same day.
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Overview
When deals reach onboarding completion, your marketing audience must reflect that immediately so post-onboarding flows hit the right people. This keeps campaign managers and lifecycle owners in sync and enables post-onboarding campaigns to run the same day, preserving engagement windows.