Add new form customers to postcard mailing list

Your intake form can miss the postcard list, leaving new clients unthanked and delaying follow-up. It adds qualifying submissions to your postcard list so staff can mail thank-yous same day.

Overview

Stop letting new clients slip through your thank-you program and turn one-off visits into memorable follow-ups. This flow captures intake submissions and queues them for postcard printing so coordinators can send personalized thank-yous the same day or next day.