How To: Capture Membership Question Responses

This article walks you through the different ways to add and track someone in a Group-Connected Pipeline within GroupTrack CRM, such as the GT Pipeline with Facebook Group. You’ll also learn how to capture membership question responses when approving new members.

Table of Contents

• What Are Group-Connected Pipelines?
• How to Approve New Members and Capture Membership Question Responses
• Why This Process is Important

What Are Group-Connected Pipelines?

Connecting your group to a pipeline allows you to manage members by approving them into the pipeline, tracking their progress, and capturing valuable membership question responses. The following are the key ways to interact with a Group-Connected Pipeline:

• Approving New Members into the Group + Pipeline: Automatically captures membership question responses.
• Adding Existing Members to the Pipeline: Does not capture membership question responses.
• Working Group Members Through Pipeline Stages: Use the stages of your Prospecting Group Pipeline to organize your members and track their progress.

How to Approve New Members and Capture Membership Question Responses

To ensure you capture membership question responses, you must approve new members into your Facebook group using GroupTrack CRM. Here’s how to do it:

1. Open Your Facebook Group

   Navigate to the member request page of your Facebook group to see pending join requests.

1. Verify GroupTrack Detection

   Hover over the green "i" icon on the GroupTrack sidebar to confirm that GroupTrack has properly detected your group and pipeline connection. If you don’t see the correct group-attached pipeline, refresh the page and try again.

   Important: Approving members without confirming the correct pipeline can lead to contacts being added to the wrong pipeline. Their membership questions will be linked to the original pipeline they were approved into and cannot be automatically transferred. Manual copy/paste will be required to move membership questions between pipelines.

1. Approve New Members

   You can approve new members in two ways:

   • Bulk Approval: Click "Approve All and Add to GT" to approve multiple members at once.

• Individual Approval: Click "Approve and Add to GT" next to each member’s request to approve them individually.

• GroupTrack will automatically capture the membership question responses and sync them with the selected pipeline during the approval process.

Why This Process is Important

Capturing membership question responses is a crucial step in understanding your new members. The responses help you segment your audience, personalize interactions, and provide relevant content. Approving new members via GroupTrack CRM ensures that these details are captured directly into your pipeline, saving you time and allowing for efficient management of new contacts.