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Assign onboarding pathway and email segment from form

Assign onboarding pathway and email segment from form

Your onboarding form responses require manual updates, delaying member access. This assigns pathway and email segment so members gain access and welcome messaging same day.

Assign onboarding pathway and email segment from form

Overview

Manual pathway and list management slows onboarding and wastes coordinator time; this flow applies the right community access and email segment as soon as a form is submitted. Community managers and onboarding specialists get members into the correct pathway and deliver welcome messaging the same day, improving first-touch experience.

Assign onboarding pathway and email segment from form