Your membership groups help you connect with customers, so having a quick way to add interested parties is key to improving their interaction and maintaining interest. Let’s check how to use workflows to automate this process.

Setting the Workflow

• Navigate to the Workflows tab inside the Automation section and create or edit a workflow.
• Add the relevant trigger(s), then click the plus icon to add a new workflow action. Locate and select Grant Group Access.
• Use the dropdown menu to select the group you want to add the contact to.
• Click Save Action to finish.

Add any extra actions you see fit, such as a welcome email, and you’re ready to go. This will greatly help you onboard customers to your groups, keeping management smooth and simplifying communications.

Frequently Asked Questions

What does the Grant Group Access action do?

It automatically adds a contact to a selected membership group as part of a workflow.

Where do I find this action?

Open the Workflows tab in the Automation section, edit or create a workflow, click the plus icon to add an action, and select Grant Group Access.

How do I choose which group the contact joins?

Use the dropdown menu in the action settings to select the group, then save the action.

Why automate granting group access?

It helps you onboard customers to your groups quickly, keeping management smooth and simplifying communications.

Can I welcome new members automatically?

Yes. You can add follow-up actions such as a welcome email so new members are greeted right away.

Do I need a trigger first?

Yes. Add the relevant trigger(s) to start the workflow before placing the Grant Group Access action.