Send welcome email with contract and card links
Send welcome email with contract and card links
Approved payments in your database often don't trigger outreach, leaving customers without contracts or member cards. Send contract and card links to customers so they can access benefits same day.
Overview
Stop manual emails after payment and get customers their contracts and digital cards the same day. This turns a common post-sale bottleneck into a predictable, automated handoff so program coordinators and billing staff spend less time on follow-ups.