Keep nonprofit CRM contacts tagged for assessment drips
Keep nonprofit CRM contacts tagged for assessment drips
CIOs see spreadsheet responses leave supporter records untagged, so marketing coordinators miss assessment enrollment and follow-up. It tags CRM contacts so coordinators enroll respondents correctly.
Overview
Untagged spreadsheet responses let supporters slip through and marketing coordinators miss assessment enrollment. This workflow keeps CRM contacts tagged and enrolled into the correct drip, enabling faster follow-up and far fewer missed enrollments.
Notable Features
- Tag existing CRM contacts instantly
- Enroll tagged contacts into drips
- Notify marketing coordinators of enrollments