Project managers: add members after checkout completes seamlessly
Project managers: add members after checkout completes seamlessly
Project managers see new member purchases go unrecorded, causing enrollment delays and gaps in fulfillment and reporting. So operations can begin enrollment immediately.
Overview
Missing membership records cause enrollment delays and reporting gaps for operations and membership teams. This workflow creates backend member records from completed checkouts and notifies staff so enrollments start without manual handoffs. Operations teams report faster handoffs and fewer missed activations.
Notable Features
- Create backend membership records
- Notify ops and membership staff
- Prevent missed membership activations