Add new patrons to contacts and enroll them
Add new patrons to contacts and enroll them
New patron pledges arrive without structured contact or access data, forcing manual entry and delaying welcome messages. Patrons are tagged, added to contacts, and receive course access within minutes.
Overview
Untracked pledges force manual onboarding and delay member access, creating friction for your membership team. This flow ensures supporters are announced, tagged, and granted course access automatically, so your team can welcome patrons and deliver perks within minutes.