Send onboarding welcome and register attendee in program

Your onboarding sheet shows a completed agreement but attendees may not be registered or messaged. This sends registration and a welcome message automatically so participants are onboarded same day.

Send onboarding welcome and register attendee in program

Overview

When agreements flip to complete in your onboarding tracker, registrations and welcome outreach often slip through the cracks. This flow captures those rows, registers attendees in your program platform, and sends a welcome conversation so participants are onboarded the same day.

Send onboarding welcome and register attendee in program