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I'm interested to know how folks are calculating membership origin. I've seen a pretty simple process builder that populates Membership Origin with New, Renewal, or Reacquire... but how are folks managing that when you start to involve a monthly recurring membership?
답변 6개
  1. 2020년 2월 18일 오후 4:47

    We use additional ​picklist values - sustaining and new sustaining. This allows us to customize our thank you letters/emails.

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