Add onboarding tags when client status changes by subscription plan
Add onboarding tags when client status changes by subscription plan
Client records switch to in-program status without automatic tagging, fragmenting support and campaign context. Tags apply to subscriber profiles so onboarding messages reach clients same day.
Overview
When a support coordinator moves a client into an active program, this flow ensures their email profile receives the right journey and plan tags automatically. That eliminates manual tagging, frees support time, and gets onboarding messages to clients the same day.