Send prescreen invite and team alert for signups

Your prescreen form responses lack immediate outreach, delaying donor follow-up and wasting fast-moving interest. Send invites and team alerts so coordinators can contact eligible donors same day.

Overview

Prescreen signups cool off fast when outreach is manual—coordinators need immediate context and a clear next step. This flow sends the correct prescreen email and pings your team automatically so eligible donors are contacted and progressed the same day.