Start onboarding sequences for tagged contacts and tasks

Your tagged contacts aren't entered into onboarding sequences, so trainees miss consistent welcome and support information. Enroll and assign follow-ups so coordinators can contact them same day.

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Overview

When a learner receives the onboarding tag, they should start receiving guidance immediately rather than sitting idle. This flow enrolls tagged contacts into your onboarding sequence and opens follow-up tasks so program coordinators can reach out the same day.