Hospital sales ops: Capture opted-in purchasers into mailing list

Sales ops miss opted-in purchasers when orders don't reach marketing, causing onboarding gaps. This captures opted-in buyers into your mailing list so marketing can start enrollment and outreach.

Hospital sales ops: Capture opted-in purchasers into mailing list

Overview

Hospitals risk gaps in patient onboarding when consenting purchasers aren't added to marketing lists. This workflow ensures every opted-in buyer becomes a contact in your mailing tool, so marketing can begin enrollment and outreach and manual data entry is eliminated.

Notable Features

  • Add opted-in buyers to list
  • Filter orders by email consent
  • Notify marketing of new subscribers

Hospital sales ops: Capture opted-in purchasers into mailing list