MARKETING CONTACT REVIEW · Workflow idea
For an authorized marketing operator, review contact records, lists, and journey options, then prepare a requested contact or membership change. Verify identity and consent for the specific communication, honor opt-outs and correction requests, minimize stored attributes, and avoid adding someone to a journey without clear permission. Require a publisher to approve contact updates, deletion, list creation, and membership changes before they affect people or trigger outreach.
01 / The starting point
A documented marketing request and records the requester may manage
“Organize contacts without enrolling people in unwanted communication or deleting the wrong record.”
02 / The work
Helps marketing teams review contacts, audience lists, and customer journey actions.
Confirm authority and avoid matching people by name alone.
Verify the person is eligible for the proposed list or journey.
Keep attributes relevant and identify any duplicate or stale records.
Show the contact, list, journey, and any downstream message effect.
Require a marketing owner to confirm the change and final membership.
03 / The result
A reviewed contact or list action with consent evidence and marketing-owner approval.
Reviews & approvals · Example outcome
A reviewed contact or list action with consent evidence and marketing-owner approval.
Contact and list changes may initiate promotional messages and affect personal information. Respect consent, opt-outs, and data rights; use only appropriate attributes; and require human approval before enrollment, profile updates, removal, or deletion.
04 / Make it yours
A few choices shape the work around your team.
Limit personal marketing data to authorized staff.
Make current preferences authoritative at the time of a change.
Show what communication could follow each enrollment action.
Keep customer-impacting changes pending until an owner confirms them.