Operations coordinators: Enroll ad signups into Summer Flow journal

Operations coordinators see ad signups stay unenrolled, leaving registrants unable to access the product and stalling onboarding. This workflow creates the customer record and sends the registration email so onboarding starts immediately.

Overview

Operations coordinators lose momentum when ad signups aren't enrolled and registrants can't access products. This workflow ensures every signup becomes a customer record and receives a registration email so onboarding starts immediately. The result: zero missed enrollments, faster handoffs, and fewer manual tasks for ops staff.

Notable Features

Create customer record instantly
Send registration email to registrant
Enroll customer in Summer Flow product