Send onboarding seminar invite when applicant is ready
Send onboarding seminar invite when applicant is ready
Your onboarding status updates sometimes skip the seminar invite, leaving families unregistered. Send the seminar invite and tag the applicant so counselors can finish enrollment ahead of sessions.
Overview
When an applicant hits the final onboarding status, this flow sends the seminar registration email and flags the record so your admissions team stops manually chasing families. Families receive invites within minutes and counselors can complete enrollment ahead of the next session.