Skip to content
Tag invited customers as company admins for marketing

Tag invited customers as company admins for marketing

Your invited customers lack company-admin tags, leaving onboarding lists incomplete and campaign segments stale. It tags admins automatically so campaigns include them same day.

Tag invited customers as company admins for marketing

Workflow preview:

Zap details:

Overview

When account invites go out without marking the recipient as a company admin, onboarding flows and B2B campaigns miss key contacts. This tags invited admins automatically and keeps your segments accurate, so campaign managers can include them in nurture sequences the same day.

Tag invited customers as company admins for marketing