Assign new supporters to engagement path for outreach
Assign new supporters to engagement path for outreach
Your supporter email signups often arrive without CRM onboarding context, delaying outreach and missing early engagement. They get added to the onboarding path so coordinators can start calls same day.
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Overview
When recent email signups don't land in your CRM path, coordinators miss warm outreach windows and engagement drops. Enrolling those subscribers into the onboarding path routes them to the initial outreach step so staff can call and follow up the same day.