Keep marketing ops contacts ready for birthday campaigns

Marketing ops miss birthday coupons in CRM, costing campaign reach. Incoming coupon notices update contact coupon, expiry, and tag so birthday promos run and issuance is tracked.

Overview

Missed birthday coupons reduce campaign reach and make promotion reporting unreliable. This workflow keeps contact records populated with coupon codes, expiries, and promo tags so marketing ops can run targeted birthday campaigns and confidently track every issuance.

Notable Features

Add coupon codes to contacts
Attach expiry dates and tags
Flag contacts for birthday campaigns