Create partner onboarding record and send welcome message
Create partner onboarding record and send welcome message
Partner signups arrive without unified records, leaving coordinators without referral IDs, vouchers or onboarding context. They are added to the list and emailed same day.
Overview
When partner signups arrive piecemeal, program managers waste time stitching records and miss campaign windows. This flow creates partner records, issues voucher codes, updates your registry sheet, and sends welcome emails so partners are outreach-ready same day.