Send onboarding payment reminders to new client records
Send onboarding payment reminders to new client records
Your new client records missing payment reminders stall campaign activation and delay manager follow-up. Payments arrive sooner so campaigns can launch the same day.
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Overview
New client records that sit unpaid block campaign launches and consume marketing ops time. This flow sends an email and SMS payment prompt and flags the client record, so campaign managers can complete setup the same day.