Topics Covered:
1. New Advanced Communication Workflow Settings - tailor your communication workflow to different recipients based on your relationship with your customer or your customer’s request
2. Customer Contact Tagging - tag your customers’ contact information depending on the communication they should receive.
Outcomes:
Get to know these features in high level overview
Group your customer contacts using tags to identify which communications are sent to different recipients
Apply these customer contact tags and update your communication workflow accordingly
Presented by:
Nicole Harvey, Customer Success Manager
Jane Evio, Head of Customer Success