IT: Capture partner opt-ins into comms table

IT admins juggling marketing integrations miss consenting partner contacts when the opt-in isn't captured, excluding prospects from micro-course outreach. This ensures consenting contacts land in the partner comms table so marketing starts outreach promptly.

IT: Capture partner opt-ins into comms table

Overview

Integration gaps let consenting partner contacts fall through, missing opportunities for micro-course outreach. This workflow ensures every consenting contact lands in the partner comms table, eliminating missed follow-ups and enabling reliable partner engagement.

Notable Features

  • Record opt-ins to comms table
  • Filter only consenting contacts
  • Notify marketing on new opt-ins

IT: Capture partner opt-ins into comms table