Add new community members to active member list
Add new community members to active member list
Your community join records miss CRM matches, leaving members out of onboarding and campaign lists. It adds them to your audience and updates roster access for same-day outreach.
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Overview
When community joiners aren't matched to your CRM, onboarding and outreach stall and program managers waste time on lookups. This flow captures new members into the active audience and updates your roster so coordinators can begin outreach same day.