Create member record add transaction and email contact
Create member record add transaction and email contact
Marketing contacts for membership sit unprovisioned, forcing program coordinators to onboard manually. It creates the member, logs a transaction, and emails credentials so onboarding completes same day.
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Overview
If new membership contacts sit unprovisioned, program coordinators waste time and new professionals face login friction. This workflow provisions member accounts, logs a transaction, and sends credentials automatically so onboarding completes the same day and reduces manual handoffs.