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Create subscribed contacts for customer handoffs and records

Your customer handoff records miss marketing enrollment, leaving new installs without onboarding emails. Add and tag contacts so campaign managers can start onboarding outreach same day.

Create subscribed contacts for customer handoffs and records

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Overview

When customer handoffs skip marketing, onboarding emails and activation prompts get delayed and customers cool off. This flow captures each handoff, enrolls and tags the contact for campaign managers, and enables same-day onboarding outreach.

Create subscribed contacts for customer handoffs and records