Send welcome email with booking link to referrals

Your referral submissions often miss immediate outreach, leaving candidates unscheduled. The welcome email is sent automatically so coordinators can schedule pre-screening same day.

Overview

Referrals that don't get immediate outreach slow enrollment and create extra work for coordinators. This workflow sends a personalized welcome and booking link within minutes of form submission, so study coordinators can secure pre-screening appointments same day and reduce manual follow-up.