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For marketing ops: tag paying customers, remove promo tags

Marketing ops lose precision when paid contacts remain labeled as trials. This workflow updates tags on confirmed payments, removing trial/promotional flags so campaigns reach paying customers only.

For marketing ops: tag paying customers, remove promo tags

Overview

Marketing ops risk sending promotions to paying customers, which hurts campaign relevance and wastes ad spend. This workflow updates contact tags when payments are confirmed, removing trial/promotional flags so campaigns reach paying customers only and inappropriate offers stop going out.

Notable Features

  • Update contact tags on payment
  • Remove trial and promotional tags
  • Add paying customers to segments

For marketing ops: tag paying customers, remove promo tags