Create customer records and add family to mailing list
Create customer records and add family to mailing list
Your site registrations can leave parent and billing info unrecorded, delaying invoices and welcome messages. Families get billed and welcomed the same day.
Workflow preview:
Zap details:
Overview
Manual onboarding of each youth registration ties up coordinators and delays billing; this flow captures form entries into your database, contact book, billing system, and email audience. The result: families are added to records and queued for invoicing and welcome outreach the same day.