Add discovery meeting invitees to the nurture list
Add discovery meeting invitees to the nurture list
Your discovery bookings aren't added to marketing lists, so program coordinators miss sending pre-visit info and reminders. Add attendees to the correct list for timely outreach and prep same day.
Overview
When parents or guardians schedule discovery sessions, those bookings should automatically enter your outreach pipeline so coordinators can send prep materials and reminders. This flow captures bookings and places attendees on the right list within minutes, ensuring pre-visit messages go out same day so sessions run smoothly.