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Apply offboard tag to subscriber when client offboarded

Apply offboard tag to subscriber when client offboarded

Your project board's offboarding status can leave former clients in active email sequences, triggering inappropriate outreach. Tagging them on offboard prevents mis-sends within minutes.

Apply offboard tag to subscriber when client offboarded

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Overview

When client rows flip to offboard on your project board, their emails can remain in live campaigns and cause mistaken outreach. This flow tags former clients in your email audience automatically, so campaign managers can exclude them within minutes and keep reporting accurate.

Apply offboard tag to subscriber when client offboarded