Your membership groups help you connect with customers, so having a quick way to add interested parties is key in 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.