Add new member purchases to member list and tracker

Your member checkouts sometimes skip creating a contact and ops row, delaying onboarding. New members are added to your marketing list and central tracker automatically, ready for onboarding same day.

Add new member purchases to member list and tracker

Overview

When someone completes a membership checkout their contact, marketing, and ops records should be ready immediately. This workflow captures completed checkouts, creates site accounts, adds subscribers to your members list, and logs the sale so new members are onboarded and messaged the same day.

Add new member purchases to member list and tracker