Marketing ops: Convert brokerage signups into live accounts

Marketing ops see brokerage signups stay unopened, causing stalled onboarding and missed live account conversions. This flow delivers targeted onboarding emails so more users complete live account setup.

Overview

Marketing ops lose early activation when onboarding emails go unopened. This workflow ensures flagged brokerage signups receive the setup guide and a tracked follow-up, helping marketers convert signups into live accounts and reduce missed activations.

Notable Features

Deliver onboarding guides to flagged contacts
Personalize email content by contact status
Track opens and trigger follow-ups