For business owners: keep marketing profiles updated and record course purchases
For business owners: keep marketing profiles updated and record course purchases
Business owners lose segmentation when certificate-sent entries don't update participant profiles. It updates marketing profiles and records course purchases so marketers can launch segmented campaigns.
Overview
Missed certificate updates leave marketing lists incomplete and campaigns mistargeted. This workflow ensures certificate-sent entries create or update participant profiles and record purchases, eliminating missed segmentation and enabling timely, targeted campaigns.
Notable Features
- Update marketing profiles on certificate sends
- Record course purchases in CRM
- Tag participants for segmented campaigns