If enrollment in a membership is a common occurrence for your customers when starting service, you should consider using the
order page to start service for the customer and to create the membership as well.
This section only makes sense if you are familiar with the
Sales and Marketing chapter.
The recommendation is to use a question/miscellaneous field to ask the customer service representative to indicate the appropriate membership type. Algorithms validate this membership type and use it to create a membership of that type.
This section walks you through how to set up the campaign / package required to support this.