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Update contact email opt-out for exited refund clients

Update contact email opt-out for exited refund clients

Your refund and offboard submissions can leave exited clients receiving emails, causing compliance and billing confusion. You stop outreach to opted-out contacts, preventing follow-ups same day.

Update contact email opt-out for exited refund clients

Overview

When a refund or offboard submission indicates an exited client, this workflow marks the CRM contact as opted out so your teams stop outreach and reduce compliance noise. That change prevents accidental messages and ensures billing and customer success teams stop outreach same day.

Update contact email opt-out for exited refund clients