Update onboarding ticket when learner tag is added
Update onboarding ticket when learner tag is added
Learner course tags are added without updating onboarding tickets, leaving reps without engagement context. The ticket is updated so success staff can act within the onboarding window.
Overview
Course engagement tags can sit in your course platform while onboarding tickets go stale, leaving reps without context. This flow surfaces tag events into tickets so success staff get up-to-date learner signals and can reach learners within the onboarding window.