Keep operations from manual enrollments after member tagging

Operations staff tagging contacts miss enrolling buyers when processes are manual, causing member frustration and extra support tickets. The workflow enrolls tagged contacts into the correct offer and grants platform access, so members access purchased content promptly.

Overview

Operations teams risk frustrated members and extra support tickets when enrollments are manual. This workflow routes tagged contacts to the right membership offer and grants platform access, eliminating manual enrollment steps and preventing missed access. The result is fewer follow-ups and more reliable member activations.

Notable Features

Enroll tagged contacts into offers
Grant members prompt platform access
Exclude paused contacts from enrollment