Add patient-designated CRM leads to campaign subscriber list
Add patient-designated CRM leads to campaign subscriber list
Your CRM leads flagged as patients sit outside marketing lists, causing missed outreach and delayed enrollment. They get added to a subscriber list for compliant nurture and same-day follow-up.
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Overview
Leads flagged as patients often never make it into your nurture sequences, which slows enrollment and creates outreach gaps. This flow automatically moves those leads into a consented subscriber list so campaign managers can begin compliant outreach the same day.