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Marketing ops: Add 90-day users to engagement list

Marketing ops: Add 90-day users to engagement list

Marketing ops at IT firms miss users hitting 90 days since first login, leaving outreach lists incomplete. Scheduled checks add them to engagement lists and update records for targeted 90-day outreach.

Marketing ops: Add 90-day users to engagement list

Overview

Uncaught 90-day users create missed adoption and renewal risk for IT vendors. This workflow ensures every user hitting the 90-day milestone is on your engagement list with an up-to-date contact record, enabling marketing and customer success to run targeted outreach and avoid missed follow-ups.

Notable Features

  • Identify users hitting 90-day milestone
  • Update or create contact records
  • Add contacts to engagement lists

Marketing ops: Add 90-day users to engagement list