Create client onboarding folder and email shared link
Create client onboarding folder and email shared link
Your onboarding responses need manual folder setup and template copies, which slows campaign starts. It creates folders, copies templates, shares a link and emails client within 48 hours.
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Overview
Onboarding stalls when folders and templates are created manually; this flow builds the client folder, copies campaign templates, shares access and emails the client automatically. That removes setup friction so your coordinators can get campaigns underway within 48 hours.