Create onboarding task and send welcome message to members
Create onboarding task and send welcome message to members
Your paid members arrive without structured intake, delaying access and manual follow-up. It sends a welcome email, creates an onboarding task, and logs the member so coordinators can act same day.
Overview
When paid members sign up, missing intake and manual handoffs create access delays and confusion. This flow guarantees a welcome email is delivered and an internal onboarding task is created so coordinators can provision access and follow up same day.