- Membership Automation
- Member Engagement
- Automated member tagging
Manage member engagement through tagging and group assignments
This automation category streamlines member engagement by automatically assigning tags and group memberships based on user behavior and lifecycle stage. It encompasses workflows such as tagging new joiners, flagging and reactivating dormant members, updating memberships upon milestone completion, and dispatching personalized welcome sequences. By automating these tasks, teams save time, maintain consistent follow-up, and deliver targeted experiences that boost retention and satisfaction.
Filter by common apps:
Circle
Salesforce
Mighty Networks
Filter by Zapier
Zoho Campaigns
Zoom
Kajabi
Delay by Zapier
SchoolMaker
Kit
- Track member engagement in Salesforce when a Circle member completes a course section
- Add new members to mailing list, and register them for Zoom meeting in Zoho Campaigns from Mighty Networks
Add new members to mailing list, and register them for Zoom meeting in Zoho Campaigns from Mighty Networks
- Tag inactive members in Mighty Networks, delay for specified time, and submit their info to Kajabi
Tag inactive members in Mighty Networks, delay for specified time, and submit their info to Kajabi
- Notify Circle to untag members after course lesson completion
Notify Circle to untag members after course lesson completion
- Effortlessly Tag New Members in SchoolMaker for Enhanced Engagement with Kit
Effortlessly Tag New Members in SchoolMaker for Enhanced Engagement with Kit
- Tag new members, add them to space groups, and tag subscribers in Circle and Kit
Tag new members, add them to space groups, and tag subscribers in Circle and Kit