Add program tags from paid invoices to contacts
Add program tags from paid invoices to contacts
Your paid invoices lack program context, so patients enter generic lists and onboarding is inconsistent. Keep segmentation accurate and actionable for campaign managers the same day.
Overview
When paid invoices arrive without program tags, onboarding and nurture lists lose context and outreach is mistargeted. This flow tags contacts and updates onboarding state immediately after payment, giving campaign managers same-day segmentation and clearer outreach windows.