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.
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.