Keep marketing coordinators' program lists updated with payers

Marketing coordinators miss contacts when paying members aren't added to program lists. Members are added to proper CRM lists so onboarding and nurture hit the right audience.

Overview

Missed program segmentation causes onboarding emails to be mis-targeted and reduces campaign relevance. This workflow captures paying members and places them into the correct CRM program lists while alerting marketing and onboarding, ensuring onboarding and nurture hit the right audience and eliminating missed follow-ups.

Notable Features

Add paid members to CRM lists
Route contacts by program selection
Notify marketing and onboarding