Add closed-won retreat participants to community and lists
Add closed-won retreat participants to community and lists
Closed-won retreat deals aren't added to community or marketing lists. Add attendees to community and marketing lists so onboarding and pre-event messaging begin same day.
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Overview
When a retreat deal closes, attendees must be added to your community and marketing lists immediately so onboarding and logistics start without delay. This flow converts closed-won deals into community members and list subscribers, enabling campaign managers to begin pre-event messaging same day.