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