Digital marketing specialists: flag excluded users from CRM audiences
Digital marketing specialists: flag excluded users from CRM audiences
Digital marketing specialists applying sync-excluded tags risk those contacts appearing in CRM audiences. Attributes flip to NO when the tag is applied, keeping audiences clean.
Overview
Marketing ops suffer from skewed audiences and wasted targeting when excluded contacts slip into CRM lists. This workflow flips the marketing sync attribute to NO whenever a 'sync-excluded' tag is applied, preventing excluded profiles from entering audiences and keeping segmentation accurate for campaign targeting.
Notable Features
- Detect tag changes on contacts
- Set marketing CRM attribute to NO
- Prevent excluded contacts in audiences