Add self-assessment clients to onboarding list for team

Your self-assessment client updates frequently miss marketing lists, causing welcome emails to be skipped. Get contacts added to the onboarding list so campaigns start the same day.

Overview

Stop relying on manual exports to populate your onboarding lists—this flow ensures self-assessment clients are enrolled as soon as their records are updated. Campaign managers and client success coordinators can launch welcome sequences same day, reducing time-to-first-touch and improving early engagement.