Add new monthly members to contact records with tags
Add new monthly members to contact records with tags
You get monthly membership payments that don't create contact records, leaving enrollment tasks unassigned. Capture and tag each paying member so onboarding starts same day.
Overview
Unrecorded subscriptions stall onboarding and let new members slip through the cracks. This captures each qualifying paid monthly payment, creates or updates a contact, and applies a membership tag so welcome and onboarding sequences run the same day.