Add trial-tagged client to starter nurture contacts list

Your trial-tagged client records are often missing from marketing lists, leaving new trial members un-nurtured and onboarding delayed. Add them to your contacts for immediate trial nurture the same day.

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Overview

Stop losing momentum on new trials—tag events should immediately populate your contact list so campaign managers and membership staff can start onboarding instead of chasing signups. With this flow, new trial contacts are ready for outreach within minutes, improving engagement the same day.