Add individual fundraisers to welcome list with PDF

Your fundraiser signups arrive without a letter PDF or audience record, delaying coordinator follow-up. It issues the PDF letter and adds the contact to the welcome list for outreach same day.

Overview

New individual fundraisers need a clear welcome path and a signed authority letter so coordinators can act immediately. This flow generates the PDF and adds the contact to your welcome audience, enabling same-day outreach and faster onboarding.