Wellness marketing directors: keep course lists updated and accurate

Marketing directors in wellness risk missed course reminders when CRM completion or refresher dates change unnoticed, triggering untargeted reminders. It updates course email lists so learners receive correct reminders.

Overview

Missed refresher and completion reminders erode learner engagement and program outcomes for wellness brands. This workflow keeps CRM completion and refresher updates flowing into course email lists so marketing sends the right reminders, eliminating missed follow-ups and protecting learner retention.

Notable Features

Add contacts to course lists
Update list attributes from CRM
Notify marketing on data mismatches