Add newly registered app users into onboarding group
Add newly registered app users into onboarding group
Your new app users without group assignment cause delayed welcomes and extra setup work. It adds each registrant to the onboarding group so coordinators can begin setup the same day.
Overview
Unassigned registrants create manual triage and slow down onboarding coordinators. This workflow ensures every new registrant is placed into the right onboarding group, letting coordinators begin welcome and setup activities the same day.