Prevent legal clients from receiving irrelevant drip campaigns
Prevent legal clients from receiving irrelevant drip campaigns
Marketing coordinators at law firms miss billing updates, leaving active clients in the 720 drip and risking trust. It updates contact tags on billing changes so marketing stops irrelevant outreach.
Overview
Billing-state oversights make law firms risk sending marketing to active clients, which can damage trust and raise compliance questions. This workflow ties billing updates to contact tags and campaign membership, stopping inappropriate outreach and preventing accidental campaign sends.
Notable Features
- Tag contacts by billing state
- Remove contacts from 720 drip
- Notify marketing of excluded clients