Keep marketing lists clean by tagging refunded customers

Marketing coordinators miss refund events in payment feeds, causing refunded customers to receive promos and harming retention. This tags refunded contacts so promos exclude them.

Overview

Refunded customers slipping into promo sends undermines retention and campaign accuracy. This workflow tags refunds at the payment event and updates mailing records so promotional sends exclude refunded contacts and customer success can focus on retention outreach. The result is cleaner campaign audiences and fewer missed retention opportunities.

Notable Features

Tag contacts upon refund detection
Exclude refunded customers from campaigns
Segment refunded customers for retention