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Marketing ops keep matters mirrored for campaign targeting

Marketing ops keep matters mirrored for campaign targeting

Marketing ops lose updated matter records from the practice management system, causing mis-segmentation. This mirrors new and changed matters into your shared database so campaigns use current case records.

Marketing ops keep matters mirrored for campaign targeting

Overview

Marketing ops risk mis-segmented audiences and wasted campaign reach when matter records lag. Mirroring matters into a shared database keeps audience segments accurate and removes manual copy-and-paste, so campaigns run on current case records and marketing can act from a single source of truth.

Notable Features

  • Create or update matter records
  • Notify marketing ops on changes
  • Map matter fields for segmentation

Marketing ops keep matters mirrored for campaign targeting