Invite contacts to onboarding communities when status changes
Invite contacts to onboarding communities when status changes
Your contacts that need community access often miss invitations, delaying onboarding and implementation readiness. Get targeted invites routed by account type so users access learning paths same day.
Overview
When a contact's onboarding status flips to require community access, this flow sends the appropriate learning-path invite automatically, freeing implementation managers from manual outreach. You get predictable, routed invites and recorded engagement so new users have access to onboarding content same day.