Update member contacts with tracking when welcome book ships
Update member contacts with tracking when welcome book ships
Your welcome-book shipments lack CRM shipping details, leaving coordinators unsure of delivery. It updates contacts with tracking and ship date so coordinators can confirm delivery same day.
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Overview
When welcome materials ship, program coordinators need tracking and ship-date in the contact record to complete onboarding reliably. This flow writes that shipping data and tags the contact so coordinators can confirm receipt and move members forward the same day.