Onboard every new client the moment they enroll
When an enrollment reaches active, the workflow sends a welcome email and SMS, logs the welcome activity, and optionally mails a physical welcome packet via your configured provider.
Trigger: An enrollment reaches the active stage.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Enrollment activeTrigger
Fires when a client’s program activates.
- 2Send welcome emailMessage
Delivers the branded welcome email.
- 3Send welcome SMSMessage
Texts a short confirmation.
- 4Log welcome activityAction
Records the touch on the docket.
- 5Physical packet?Logic
Branches on whether to mail a packet.
- 6Mail welcome packetAction
Sends a physical packet via your provider.
What it does for your team
Every new client gets a consistent, instant welcome
Multi-channel onboarding without manual sends
Optional physical packet for high-touch programs
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Questions about this template
When an enrollment reaches active, the workflow sends a welcome email and SMS, logs the welcome activity, and optionally mails a physical welcome packet via your configured provider.
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