Keep capital markets subscribers in onboarding and nurture funnels

Head of marketing loses new subscribers from the onboarding list, risking missed onboarding. This flow updates your marketing list quickly so onboarding messages reach new investors.

Overview

Missing onboarding subscribers undermines investor communications and conversion. This workflow ensures every subscription customer is captured and tagged in your marketing list so onboarding and nurture sequences trigger reliably, preventing missed follow-ups and manual gaps.

Notable Features

Add or update subscriber records
Tag subscribers with product and trial
Notify marketing of new subscribers