Help Center Pathways Auto-Enroll People From a Form

Auto-Enroll People From a Form

Pathways

Any form can feed a pathway. On the form's Settings, choose a pathway under "Enroll submitters in a pathway." Everyone who submits (with an email) is enrolled automatically — perfect for a "Next Steps" card or a membership-interest form.

Enrollment is safe to repeat: submitting twice won't create a duplicate. The dropdown appears when your workspace has at least one pathway, so create the pathway first, then point the form at it.

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