Send referral email to new community leads quickly
Send referral email to new community leads quickly
Your new community signups lack timely outreach, leaving referral requests cold. Send referral messages and log outreach so program coordinators can follow up within the same day.
Overview
When referral requests sit idle your community momentum slows; this workflow sends a tailored referral email within nine hours and writes the outreach back to the record. Program coordinators gain clear sight of who was contacted and can act the same day.