Add new membership purchases to onboarding and mailing list
Add new membership purchases to onboarding and mailing list
You get membership purchases that don't reach your member database or mailing list, delaying fulfillment and welcome messages. New members are added and tagged so support can fulfill and welcome same day.
Workflow preview:
Zap details:
Overview
Stop manual entry and make every new member actionable the moment a purchase happens. Program coordinators and support staff get a created record, contact tag, and ops alert so fulfillment and welcome communications happen same day.