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Add monthly group participants to phase two cohort

Your community roster misses monthly progression, leaving active members out of the next group journey. Enroll and tag members automatically so coordinators can begin outreach the same day.

Add monthly group participants to phase two cohort

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Overview

Stop manual monthly enrollments that slow onboarding and frustrate coordinators. This flow automatically adds and tags eligible members for the Phase 2 cohort so your program coordinators have outreach-ready lists the same day the run completes.

Add monthly group participants to phase two cohort