Create onboarding tasks from every registration form submission
Create onboarding tasks from every registration form submission
Your registration submissions arrive without triage, causing review delays and missed enrollments. Create onboarding tasks so your program coordinators can review applicants same day.
Overview
When registration forms pile up, coordinators spend hours creating review work manually and applicants wait. This workflow creates a task for every submission, sends a parent confirmation, and adds the contact to your drip list so coordinators can triage applicants same day.