Add new patron contacts to CRM with tier

Your patron signups arrive without CRM records or tier context, leaving campaign managers unable to segment members. Add contacts with tier and start date so onboarding and perks occur same day.

Add new patron contacts to CRM with tier

Overview

New membership pledges must feed the CRM so campaign managers can act immediately rather than wait for manual imports. This flow creates or updates contact records with tier and start-date context, enabling same-day onboarding and perk fulfillment.

Add new patron contacts to CRM with tier