← Journey solutions
Member enrollment
Send onboarding details when a recorded enrollment becomes ready.
A draft you can adapt. Installation does not enroll members or send messages. Workspace and usage charges still apply.
The included Journey
Onboarding waits for a ready status.
Onboarding waits until the enrollment source records readiness. Missing data is marked for monitoring, and completion can end the Journey at any time.
- Ready → onboarding email step
- New → hold until ready
- Missing or unrecognized stored status → review marker, then hold until ready
- Complete or Stop enrollment label → Ending
Included in the free bundle
Start with the actual sequence.
- Enrollment Form with an admin-only status field, configured for one current record per Member
- Three inactive copies of one onboarding email, on separate reachable paths
- Review enrollment status marker and an independent Ending
Before you publish
Connect it to your program.
- Maintain the Form status in place from your enrollment source. Existing duplicate records must be reconciled.
- Assign someone to monitor Members with the Review enrollment status label and define when they must respond. Clear the label after handling it; the label is not an alert.
- Review the onboarding message, authorized Inbox and Member communication preferences before enabling email.
The bundle does not collect enrollment status or assign staff work.