Send onboarding certificates and reminders to new contacts

Your onboarding signups missing certificates and reminders leave reps unsure and slow outreach. This delivers certificates and schedules follow-ups so staff reach learners ahead of the next live call.

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Overview

When onboarding data arrives, certificates and reminders should go out immediately so reps and specialists can act with confidence. This flow updates the contact record and sends templated mobile messages, ensuring learners are contacted ahead of the next live call.