Send onboarding next steps and guide to participants
Send onboarding next steps and guide to participants
Your onboarding records failing to trigger messages leave participants unsure and coordinators scrambling. You get timely onboarding emails with the programme guide and calendar invites same day.
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Overview
When participant records flip to completed you need a reliable way to confirm bookings and send materials without manual work. This flow delivers a tailored onboarding email, the programme guide, and calendar invites within minutes so coordinators avoid manual follow-up and participants arrive prepared same day.