Add program signups to nurture campaign and docs
Add program signups to nurture campaign and docs
Enrollment submissions arrive without contact records or lesson plans, leaving coordinators unprepared. As a result, coordinators receive a contact record and a lesson-plan document the same day.
Workflow preview:
Zap details:
Overview
When families submit enrollment info, this flow creates a contact, generates a tailored lesson plan, and enrolls the contact in your nurture campaign so coordinators don't scramble. That means materials and welcome communications go out the same day, freeing operations to focus on onboarding.