Marketing ops: keep upgraded customers in onboarding lists

Marketing ops miss adding upgraded customers to upgrade lists, causing delayed onboarding and missed upsells. This routes completed upgrades into your upgrade list so onboarding and upsells start quickly.

Overview

Upgraded customers often slip through the funnel and miss onboarding, reducing activation and upsell potential. This workflow ensures every completed upgrade is enrolled in the upgrade marketing list, eliminating missed enrollments and letting marketing ops launch onboarding and upsell sequences while engagement is high.

Notable Features

Add upgrade purchasers to list
Tag and segment by plan
Notify marketing ops of upgrades