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Create lead and apply tag from messenger opt-in

Create lead and apply tag from messenger opt-in

Your messenger opt-ins arrive without contact context, causing welcome messages and intake steps to be delayed. You get tagged leads added to your marketing list so enrollment outreach runs same day.

Create lead and apply tag from messenger opt-in

Workflow preview:

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Overview

When parents download a resource via messenger, contact context must flow into your marketing system immediately or welcome outreach stalls. This flow converts each opt‑in into a tagged lead so enrollment and nurture outreach can start same day.

Create lead and apply tag from messenger opt-in