Send onboarding emails and create client mapping record
Send onboarding emails and create client mapping record
Your parsed onboarding emails lack a consolidated client record, forcing manual lookups and slow setup. It sends a welcome email and creates a client mapping so coordinators can start same-day setup.
Overview
Onboarding stalls when parsed signups don't include consolidated client context, forcing coordinators into manual lookups. This flow converts those parsed emails into a mapped client record and delivers the welcome email automatically, so coordinators can act the same day and keep new households moving through setup.