Add new members to preview groups for onboarding access
Add new members to preview groups for onboarding access
Your new members miss trial content when they're not added to proper preview groups. You get immediate, accurate access assignments so coordinators can complete onboarding same day.
Workflow preview:
Zap details:
Overview
When creators have to manually add trial members, onboarding slows and members miss targeted content. This flow assigns every new user to the right preview groups immediately, so program coordinators can onboard members same day and creators focus on content.