Add updated client contacts to your newsletter list
Add updated client contacts to your newsletter list
When client records are marked minor but lack mailing entries, guardian outreach and compliance tracking fall through. This ensures guardians are reached and records updated ahead of the next campaign.
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Overview
When client records flip to minor without mailing entries, guardian outreach and compliance notes can slip through the cracks. This flow captures those records into your email audience and ensures guardians are reachable, typically within minutes and well ahead of the next campaign.