Add new community members to trial welcome tag
Add new community members to trial welcome tag
Your trial community signups arrive untagged, leaving campaign managers uncertain who needs onboarding. Tagged members enter welcome sequences so new trials start onboarding the same day.
Overview
Untagged trial joins make onboarding inconsistent and slow down campaign cadence for your managers. This flow tags every trial member and places them into the right welcome sequence so onboarding messages go out within minutes and program coordinators can act the same day.