Add new merchant to onboarding list and email

Your merchant records can sit without onboarding contact, leaving new accounts inactive and revenue delayed. It captures contacts and sends the welcome email series so merchants hear from you within minutes.

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Overview

When merchant records land in your database, onboarding momentum stalls unless contacts are captured and messaged immediately. This flow captures the contact, adds them to the onboarding audience, and runs the welcome email sequence so merchants receive outreach within minutes and follow-ups happen on schedule.