Send completed document thank-you and next steps email
Send completed document thank-you and next steps email
Your signed agreements sit without context in your inbox, leaving campaign managers unsure which clients to onboard. Get confirmation and onboarding links sent to signers automatically, so campaigns proceed same day.
Overview
Signed agreements that sit unacknowledged slow onboarding and campaign launches. This flow sends each signer a branded confirmation and onboarding links immediately, ensuring campaign managers get the context they need and enabling same-day follow-up.