Add new customers to onboarding community groups and tags

New accounts without community membership leave your onboarding coordinators blind and members unwelcomed. Members and tags are applied automatically so onboarding can begin within minutes.

Overview

Unjoined customers slow onboarding and leave program coordinators scrambling; this flow automatically places new accounts into the right community groups and tags them. That means welcome messages and tailored onboarding can start within minutes, not days.