Send payment instructions and tag contact after registration
Send payment instructions and tag contact after registration
Your registrations lack immediate payment guidance, leaving enrollment unclear and billing delayed. Send payment steps and tag the contact so coordinators can confirm spots same day.
Workflow preview:
Zap details:
Overview
New registrations frequently stall when payment steps aren't delivered, which slows enrollment confirmation and billing. This flow sends the right payment instructions and updates contact tags automatically, freeing program coordinators to confirm spots and start invoicing the same day.