Create community user, record entry, and tag joiners
Create community user, record entry, and tag joiners
Your community group joins miss account provisioning and contact capture, causing delayed outreach and manual work for coordinators. Provision, log, and tag users so welcome outreach runs same day.
Overview
When someone joins your community, you need them provisioned and added to outreach lists immediately. This flow provisions accounts, logs members to your tracking table, and tags contacts so welcome campaigns can go out the same day.