Update company settlement month field from term date
Update company settlement month field from term date
Your company records have term dates but lack a settlement month, creating inconsistent segments and mistimed campaigns. Normalize the settlement month so campaign managers can segment and schedule accurately same day.
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Overview
Convert free-form term dates into a single, reliable settlement month so campaign managers and marketing ops can segment and schedule without manual clean-up. That consistency reduces campaign setup time and ensures audiences are ready within minutes of data entry.