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For marketing ops: Invite new members and grant access

Marketing ops lose new-member momentum when buyers don't get invites, causing frustrated members and stalled onboarding. This workflow invites buyers and grants access groups so onboarding starts right away.

For marketing ops: Invite new members and grant access

Overview

Marketing ops risk frustrated new members and stalled onboarding when membership purchases aren't provisioned. This flow routes every membership purchase into your community and assigns the right access group, eliminating manual provisioning so onboarding can start right away.

Notable Features

  • Invite buyers to community group
  • Assign correct member access groups
  • Notify marketing ops of new members

For marketing ops: Invite new members and grant access