Automations

When a campaign is approved, resolve its segment to a live recipient list and hand email delivery to Mailchimp. Neurosurgery-only sends never touch the general list.

Contacts who opened but did not click a launch email get a single follow-up with the technique guide, seven days later.

Weekly, the drafting agent writes a blog post from the brand voice guide and the newest field notes, then routes it to the approval queue.

Assembles the newsletter from published blogs, upcoming events, and case highlights. Nothing sends without human approval.

Rolls up every logged call, visit, demo, and quote into a Monday morning summary for regional managers.

If an account logs two consecutive At Risk outcomes, notify the regional manager and the account's marketing owner.

Every group message thread is captured on a rolling schedule, tagged by account, and written to Ignite with a seven-year retention stamp.

Keeps campaign assets, approved content, and archived threads mirrored to the Ignite project folders.