Keep marketing profiles updated when waivers are signed

Marketing coordinators miss waiver signups, causing unverified contacts to receive gated campaigns and risking compliance. It tags messaging profiles on submit so verified contacts get gated content.

Overview

Marketing coordinators risk sending gated offers to unverified contacts, creating compliance exposure and off-target campaigns. This workflow keeps messaging profiles and waiver tags aligned so only verified contacts enter gated funnels, ensuring compliant, targeted campaigns and cleaner audience lists.

Notable Features

Apply waiver signed tag
Update messaging profiles on submit
Prevent gated messages to unverified users