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.