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Send welcome email to client (Automated)

Easy ·ClickUp: trialing ·Open in ClickUp ↗ ·Updated 2026-08-31
What this task isVerify the automated welcome email (WF3) fired in the client's GHL conversation history. If missing or DND-blocked, resend manually via Missive using the welcome email template.
The Request

What: Verify the automated welcome email (WF3) fired successfully. This email includes the LearnWorlds member's area link and course access instructions. If the client's contact is set to DND in GHL, the email will silently fail.

Where: GHL > Contact record > Conversation history

How: Open the client's contact record in GHL Check conversation history for the welcome email with subject "[Top Rep Flight School] Here's your Member's Area link..." If NOT sent (DND or workflow failure), resend manually via Missive using the welcome email template

Done when: Welcome email confirmed delivered to client.

Due 2026-08-31

Build Plan

Easy task — executed directly, no plan required.

Accomplishment Report

Not built yet.

Compiled by Dispa · Top Rep Training