Tag purchasers by cohort and course level in CRM

Marketing coordinators miss tagging purchasers on orders, excluding cohort members from targeted campaigns and skewing reporting. It tags CRM contacts with cohort and level for cohort-based campaigns.

Overview

Un-tagged purchasers lead to missed cohort outreach and skewed reporting, which undermines campaign effectiveness for marketing coordinators. This workflow tags purchasers with cohort and course level in the CRM at purchase so marketing can trigger cohort campaigns and keep reporting accurate. The result: faster campaign delivery and zero missed cohort members.

Notable Features

Tag CRM contacts by cohort
Set contact course level field
Trigger cohort-specific campaign actions