Enroll tagged contacts into membership so marketing starts onboarding

Marketing coordinators see new tagged contacts but lose membership conversions when onboarding is delayed. Members are enrolled automatically so marketing and ops start onboarding immediately.

Overview

Missing immediate membership enrollments costs campaign conversions and frustrates new members. This workflow ensures every tagged contact becomes a member and triggers ops to start onboarding, eliminating manual account creation and reducing missed access.

Notable Features

Enroll tagged contacts as members
Notify marketing and ops instantly
Keep member records up to date