Automatically update contact check status when order completes
Automatically update contact check status when order completes
You get completed background-check orders while contact records lack status updates, causing segmentation and nurture errors. That keeps contact status current so campaign managers can act same day.
Overview
When completed background-check orders don't update contact records, campaign managers end up targeting the wrong audiences and workflows break. This flow updates contact background-check status and routes flagged orders to ops so campaign managers have verified segment data and can act same day.