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Workflow Trigger - Membership New Signup | autoPatient

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Workflow Trigger - Membership New Signup

This guide will illustrate the steps you need to take to configure a workflow trigger for new membership registrations.

When a customer or potential client signs up for membership.

1. Select "Marketing"

Select

2. Select "Workflows"

Select

3. Click "Create Workflow"

Click

4. Click "Continue"

Click

5. Select "Membership New Signup"

Select

6. Click "Add filters"

Click

7. Select "Offer"

Select

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