Add trial-started engagement and list to customer records
Add trial-started engagement and list to customer records
Your trial-started webhooks lack contact context, causing onboarding and support to miss timely outreach. Log events as profile engagements and add to a trial list so CX can act same day.
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Overview
Ensure every trial start lands in the customer record so onboarding and support have context without manual lookups. That removes response delays and gives your CX team the visibility to reach out same day and improve trial experience.