The New Membership Enrollment trigger is designed to activate your workflow when a customer or prospect signs up for a membership. To configure this, select the "Add New" option under Workflow Trigger and choose New Membership Enrollment from the list. This trigger allows you to efficiently manage new member enrollments, streamline the onboarding process, and ensure a smooth and welcoming experience for both your organization and the new members.
Filter Options
Membership Offer
To refine your trigger, click on Add Filters and then select Offer. A drop-down menu will let you choose the specific membership type. After setting your desired filters, click the green Save Trigger button located in the bottom right corner to finalize your setup.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article