Send delayed-start client emails and update tracking records
Send delayed-start client emails and update tracking records
Your enrollments missing start paperwork delay launches and force manual follow-up by coordinators. Coordinators get reminders and tagged records to recover schedules within days.
Overview
Missing start paperwork stalls launches and forces coordinators into manual chasing, risking completion dates and satisfaction. This flow sends the two-day reminder to clients and tags the source record so program coordinators can recover schedules within days.