Send trial activation email to new spreadsheet signups
Send trial activation email to new spreadsheet signups
Your trial signups in the spreadsheet sit unprocessed and users don't get activation instructions. The workflow emails each user and updates the sheet so activations occur same day.
Overview
Stop trial signups falling through the cracks by automating the welcome and activation prompt so program coordinators can act on warm interest immediately. The flow also marks each row for follow-up, enabling same-day activations and clearer handoffs.