Add qualifying payment records to first-time welcome list
Add qualifying payment records to first-time welcome list
You lose momentum when first-time payments go unlogged and customers aren't welcomed, leaving staff without context. The welcome email and intake row are created immediately, enabling same-day onboarding.
Overview
When first-time payments aren't logged and welcomed, new customers can slip through onboarding gaps and your staff loses context. This flow logs qualifying payments and sends an immediate welcome message so program coordinators can complete onboarding the same day.