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Create member record and send onboarding message to joiners

Your new member signups lack a central record, slowing coordinator outreach. It logs participants and sends a welcome message with an intake link so coordinators can onboard same day.

Create member record and send onboarding message to joiners

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Overview

New community signups frequently only live inside the membership platform, so coordinators can't personalize onboarding and response times slip. This flow captures each signup into a central participant database and delivers a welcome message with a short intake link within minutes, enabling coordinators to onboard same day.

Create member record and send onboarding message to joiners