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Send welcome and next steps email to signups

Send welcome and next steps email to signups

Sign-up rows arrive without purchase or reimbursement details, leaving participants unsure and delaying fulfillment. The workflow sends a personalized next-steps email so you get confirmations and process reimbursements within 48 hours.

Send welcome and next steps email to signups

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Overview

When sign-ups sit in a sheet without clear next steps, reimbursements stall and creators get confused. This flow immediately emails each new signup a personalized checklist so campaign managers get purchase confirmations and can reimburse within 48 hours.

Send welcome and next steps email to signups