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Tag purchasers and update cohort enrollment records today

Tag purchasers and update cohort enrollment records today

Your purchases and cohort roster fall out of sync when buyers aren't tagged or enrolled, causing missed welcomes. Keep tags and enrollment current so outreach and cohort onboarding happen the same day.

Tag purchasers and update cohort enrollment records today

Workflow preview:

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Overview

When purchases don't translate into email tags or roster updates, campaign targeting and cohort onboarding slip. This flow tags purchasers and updates cohort records so your marketing managers and program coordinators can run outreach and onboarding the same day.

Tag purchasers and update cohort enrollment records today