Automation- Title- video

Membership New Signup

When a customer/lead subscribed for membership

The Membership New Signup trigger initiates your workflow when a customer or potential lead subscribes for a membership. To set this up, click the Add New Workflow Trigger option and choose Membership New Signup from the available choices. By implementing this trigger, you can effectively manage new member signups, streamline onboarding processes, and ensure a seamless experience for your organization and the newly enrolled members.

Filters

Offer

To further filter your trigger, select Add Filters and click on Offer. A drop-down menu will appear for you to select the membership type. Once you’ve selected your filters for your trigger, click on the green Save Trigger button in the bottom right corner.