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Add trial contacts to onboarding campaigns and notify owners

Your trial contacts miss campaign tags and staged outreach, so onboarding messages are skipped. Assign contacts to the right onboarding campaign and notify owners so outreach reaches new users same day.

Add trial contacts to onboarding campaigns and notify owners

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Overview

When free-trial contacts aren't placed into staged campaigns, onboarding outreach is inconsistent and activation stalls. This flow assigns trial contacts to the correct onboarding campaign and notifies owners so outreach starts within minutes and reps have clear context.

Add trial contacts to onboarding campaigns and notify owners