Available Actions
Configure Add member
Select Add member in an Action step. It creates a new profile rather than changing the
workflow’s existing record.
Fill in First name, Last name, and Member type. Use the reference picker to take
values from the workflow record or an earlier step.
Add optional contact and profile details. If your school uses lead management and the type is
Lead, also choose Lead status. Program of interest, further details, and source apply
only to leads; other member types ignore those lead details.
Connect any later steps. The new member’s ID and profile fields are available as references.
The usual member validation rules still apply, including valid contact
details and checks for an email address or phone number already in use at your school.
Creating a profile does not create a membership or
subscription. An Add member step can create another profile each time
it runs, so check the trigger and avoid repeated runs for the same person.

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