Send partner welcome email from new board entry
Send partner welcome email from new board entry
Your incoming partner entries on the board go untriaged, leaving referrers without onboarding context. A welcome email is sent and the lead is logged so coordinators can follow up same day.
Overview
Stop letting pre-partner intake sit untriaged — this flow sends a professional welcome and logs the lead automatically so program coordinators can act immediately. Expect every new board entry to get outreach and an audit record same day.