Send post-enrollment welcome and billing emails to families
Send post-enrollment welcome and billing emails to families
Enrollment updates don't reliably send post-enrollment emails, leaving families without start dates or billing details. Automate welcome and billing emails so families receive setup and payment info quickly.
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Overview
When enrollment records change, families must receive welcome and billing details immediately to avoid confusion and payment questions. This workflow converts qualifying record updates into a staged welcome email and a follow-up billing message so program coordinators and billing staff stop sending manual messages and families get clear setup and payment info same day.