IT playbook: prevent Basico onboarding delays with tags

IT admins supporting marketing see Basico-stage contacts lack community access and tags, causing onboarding delays. Grant community access and Basico tags so marketing and customer success can begin onboarding.

Overview

Basico-stage contacts slipping through provisioning causes onboarding delays and inconsistent welcome experiences. This workflow ensures every Basico contact is added to your community and tagged so marketing and customer success can begin stage-specific onboarding, eliminating manual provisioning and enabling faster handoffs.

Notable Features

Add contacts to community groups
Apply Basico member tags
Notify marketing and customer success