Update contact type for records with external ID
Update contact type for records with external ID
Your contacts with external IDs lack type labels, causing mis-segmented lists and mistargeted campaigns. Set types automatically so campaign segments and routing use correct audiences same day.
Overview
When contacts arrive with partner identifiers but no type tag, campaigns and routing hit the wrong audiences and waste send opportunities. This flow tags those records as End User so campaign managers and CRM specialists see correct segments and act on accurate lists ahead of each send.