Add paid member to CRM and program roster
Add paid member to CRM and program roster
Your paid community signups lack enrollment tags and records, causing missed welcomes and manual follow-up. Members get tagged, added to your marketing list, and logged to the course roster same day.
Overview
Paid enrollments often land without tags or records, creating manual work and missed welcomes. This flow captures the purchase, normalizes contact data, tags the member, logs a roster entry, and alerts coordinators so onboarding starts the same day.