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.


  • 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

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