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Create applicant lead, add to lists, notify membership team

Create applicant lead, add to lists, notify membership team

Your member applications arrive untracked, leaving growth teams without consolidated applicant records for review. Capture applications into your database and email audience so teams can act the same day.

Create applicant lead, add to lists, notify membership team

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Overview

When member applications arrive untracked, follow-up and nurture fall behind and your community growth stalls. This workflow captures each application into your applicant table and marketing audience, and notifies reviewers so your team can act the same day.

Create applicant lead, add to lists, notify membership team