How companies & contacts get in, how tagging works, and how tags become Mailchimp subscriptions
New Company / Contact
Entered via Prospecting or a Tradeshow page?
Prospecting
Company shows in the list if Status = a pipeline status
Prospecting / Proposal / Renewal, etc. — which statuses count is set in Admin → Company Statuses
+ Add Company, or promote a contact straight from a Proposal
"Add to Contacts" on any proposal-only contact row
Tradeshow Page
Company shows if registered for that show, OR already carries that show's tag
+ Add Exhibitor / Import Exhibitors — or any company tagged e.g. "HRS" auto-appears on the HRS page
Same shared companies + contacts database as Prospecting
One record set behind every page — no duplication between shows
+ Select Contacts modal
Identical modal & functions on Prospecting and every Tradeshow page — search, add a new contact inline, or link an existing one
Tagging a Company
Click the ＋ tag pill next to the company name
Same control on Prospecting and every Tradeshow page
Type a tag (autocomplete suggests existing tags) → Enter
Tag saves onto the company record only
companies.tags in Supabase — contacts are NOT touched at this point. Removing a tag (× on the chip) is instant and just as isolated.
Turning Tags Into Subscriptions
What triggers "Apply Tag Subscriptions"?
↑ Sync to MailChimp
(per company)
Row button on Prospecting or any Tradeshow page
Runs all 3 steps below immediately, for that one company
Admin → Subscription
Update (bulk, manual)
📬 Apply Subscriptions · 📧 Sync to Mailchimp · 🏥 Sync All to Innovate
Same 3 steps, run manually for every company at once
Every Saturday Night
(automatic)
weekly-mailchimp-sync.js scheduled function
Runs all 3 steps for the whole database, then emails a summary to admin@innovatehealthcare.com
Apply Tag Subscriptions
For each company: reads its tags + the CVB / RB / HE mapping configured in Admin → Company Tags. Sets matching pubCVB / pubRB / pubHE = true on every contact under that company. Additive only — never removes an existing subscription.
Where the tag → publication mapping is set
Admin → Settings → Audience →
Company Tags: every tag has three checkboxes —
CVB /
RB /
HE. Checking one means "a company with this tag subscribes its contacts to that brand." A tag with no boxes checked is just a label — it has no subscription effect.
Pushing Subscribed Contacts to Mailchimp
Push Subscriptions to Mailchimp
Contacts with pubCVB / pubRB / pubHE = true → subscribed to that brand's Mailchimp audience with Daily News, Weekly News, Monthly News & Announcements interest-group tags
Push All Contacts to Innovate Healthcare List
Every contact with an email → IH Master list. Sets CVB_CAT / RB_CAT / HE_CAT merge fields to today's date + Sub: CVB / RB / HE tags, based on their subscription flags
Both steps never re-subscribe a contact who previously unsubscribed
✓ Contact receiving the right newsletters
Supabase read/write (company/contact records)
Mailchimp brand audience push
Mailchimp IH Master list push
Automated / scheduled step
Manual step required — nothing happens automatically here
* Tagging a company and subscribing its contacts are two separate steps by design — adding a tag never pushes anyone to Mailchimp on its own. Something must run "Apply Tag Subscriptions" first (a per-company sync, an Admin bulk action, or the Saturday-night job).
Catalyst