1.Gets tagged members
Integrate Circle and community tools to pull tagged members, map email to subscriber email, and centralize onboarding-ready contacts.
Add tagged community members into onboarding email form
Automatically pull cohort tagged community members across Circle and add them into your onboarding email form. Enroll to a welcome sequence when qualifying tag matches, so you can filter records, apply cohort tags, and add subscribers to forms without manual onboarding coordination.
How this automation speeds up cohort onboarding in email forms
When cohort tagged members need to move into onboarding, delays can stall nurture and onboarding starts too late. This automation pulls tagged members, filters qualifying records, and adds them to your cohort form and taggingβso your team can onboard immediately.
Circleor swap with your favorite app
2.Filters qualifying cohort records
Integrate Filter by Zapier and tag rules to continue only when the cohort tag is present and eligible.
Filter by Zapieror swap with your favorite app
3.Finds member by email
Integrate Circle and subscriber lookup tools to confirm contact details exist and map member name to subscriber name.
4.Adds tag to subscriber
Integrate Kit and tagging tools to map subscriber email to email and apply the configured cohort tag.
Kitor swap with your favorite app
5.Adds subscriber to form
Integrate Kit and form capture tools to add the subscriber to the cohort form and set opt in or course flags.
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