Update member record and send welcome email on subscription
Update member record and send welcome email on subscription
Your new subscriptions lack activation status in the member database, leaving coordinators without payer context. Members are emailed and records updated so coordinators can begin onboarding same day.
Workflow preview:
Zap details:
Overview
When a subscriber signs up, coordinators need accurate records and a prompt welcome message to start onboarding. This flow sends the onboarding email and updates the member record immediately so program coordinators can act same day.