For CEOs: keep onboarding messages aligned with user preferences

Customer success managers see onboarding preferences not reach messaging, causing irrelevant content. Updated verticals feed your messenger so onboarding can personalize and segment users.

Overview

Missed preference updates cause onboarding to send irrelevant content and frustrate new users. This workflow pushes updated verticals from your database into the messaging platform so onboarding and customer success personalize first touches and segment users accurately, reducing misaligned messages and clarifying user paths.

Notable Features

Update user profile attributes
Resegment users in messaging
Filter out blank or invalid records