Keep marketing ops cohorts accurate with start-month tags
Keep marketing ops cohorts accurate with start-month tags
Marketing ops mis-segment contacts when join dates sit before or after the mid-month cutoff, causing nurture cohorts to miss the intended campaign window. This flow tags each contact's starting month from their join date in real time, so monthly cohorts stay accurate and sends reach the right audience.
Overview
Incorrect starting months cause nurture campaigns to target the wrong audience and reduce program effectiveness. This workflow standardizes starting-month tagging from join dates so marketing ops can run monthly cohorts confidently and ensure sends reach the intended contacts.
Notable Features
- Populate starting month field
- Assign contacts to monthly cohorts
- Recalculate month when join date changes