Assign research group numbers to eligible user profiles
Assign research group numbers to eligible user profiles
Your ecommerce admin and contributor user records often lack research group tags, leaving success teams without cohort context. Assign groups automatically so reps have cohort context before outreach.
Overview
When ecommerce admin and contributor profiles arrive without cohort tags, success reps lack the context they need for timely outreach. This flow assigns research group numbers to qualifying users automatically, giving reps cohort context within minutes and removing manual tagging work.