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Create supporter record and log preferences from signup

Create supporter record and log preferences from signup

Your form signups lack structured contact and preference data, causing outreach delays. They're added to CRM with preferences captured so coordinators can act the same day.

Create supporter record and log preferences from signup

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Overview

Unstructured form signups slow down outreach and leave supporter preferences uncaptured. This flow creates contact records with opt-in and mailing preferences in CRM so membership coordinators can begin targeted outreach the same day.

Create supporter record and log preferences from signup