Keep trial contacts in the right onboarding campaign
Keep trial contacts in the right onboarding campaign
Marketing coordinators miss trial contacts when onboarding messages misroute, risking activation. It routes each new trial into the correct onboarding campaign and sends install steps, so activation improves.
Overview
Marketing coordinators lose trial momentum when onboarding emails get misrouted. This workflow routes every new trial contact into the right self-serve onboarding campaign and delivers installation instructions, reducing missed touches and improving activation.
Notable Features
- Route trials to correct campaign
- Send personalized install instructions
- Update CRM with campaign status