Add new form sign-ups to your patient email list
Add new form sign-ups to your patient email list
Your retreat sign-ups lack tagging and session data, leaving you without clean contact context for outreach. Get contacts added to your patient list and send a welcome message same day.
Overview
When retreat interest form responses arrive untagged, outreach stalls and bookings slip. This workflow moves new sign-ups into your patient email list and launches a same-day welcome message, so program coordinators can follow up faster and convert interest before it goes cold.