Send member emails and update records on tag changes
Send member emails and update records on tag changes
When customer tags change, your member records and outreach can fall out of sync, leaving rewards unassigned and coaching prompts missed. You'll notify members and update records automatically today.
Workflow preview:
Zap details:
Overview
When member tags change, rewards and coaching prompts need immediate attention; this flow captures tag events, notifies the right people, and sends members the correct email. That reduces missed rewards and gets members notified the same day.