Add new members to marketing lists and onboarding folders

New member signups without contact records or folders stall your onboarding and delay welcome outreach. It creates contacts, call-summary pages, and shared cloud folders so campaigns can start the same day.

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Overview

Every new signup should arrive as a ready-to-use contact and onboarding package, not a manual backlog item. This flow turns signups into full marketing contacts with call-summary pages and shared folders so campaign managers can launch welcome sequences the same day.