Send onboarding request email to new paying subscribers
Send onboarding request email to new paying subscribers
New subscriptions without setup instructions stall your onboarding. It sends a setup-request email so coordinators get completed forms and can activate subscriptions same day.
Overview
New subscriptions often sit without clear next steps, leaving customers waiting and onboarding staff scrambling. This workflow sends the setup-request email immediately and logs the outreach so coordinators receive completed forms and can activate services same day.