Smart Contact-to-Campaign Router
Automatically route contacts into the right campaign based on tags, actions, pipeline stage, or staff assignment
What This Automation Does
How It Works
Contact Status Change
New tag added, pipeline stage moved, form submitted, or staff assigns
Determine Campaign
Evaluate: current tags, pipeline stage, last interaction, program interest
Route To
🆕 Add to Cold Drip
If: new lead, no tour → Start 30-day drip campaign
🏫 Add to Tour Nurture
If: tour completed, not enrolled → Start post-tour nurture
This automation is included with your Intellivizz AI subscription.
Compliance & Security
Student data protected under FERPA. No PII shared in automated messages.
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