Send membership agreement to newly assigned group contacts
Send membership agreement to newly assigned group contacts
Your membership signoffs stall when new contacts are added to onboarding groups and don't receive the agreement request. Signed agreements arrive quickly so you can grant member access same day.
Overview
When contacts enter onboarding groups without receiving agreement requests, coordinators spend hours chasing signatures and enrollment stalls. This flow sends templated signature requests and reminders as soon as contacts are grouped so signed agreements arrive faster and member access can be granted within two business days.