Add orientation-completed contacts to the right campaign lists
Add orientation-completed contacts to the right campaign lists
Your client records missing path tags delay onboarding reminders and fragment nurture flows. Add contacts to the right marketing path so coordinators can send tailored reminders same day.
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Overview
Orientation updates often leave client records untagged and follow-ups stalled, costing time and missed engagement. This flow automatically routes each completed-orientation client into its configured marketing path and creates a tagged lead so campaign managers can launch tailored reminders the same day. Reduce manual triage and start nurture within minutes.