Create Your First Workflow
Step 5: Add an Action step — Send a message
Click + and choose Action.
Under Action, select Send message.
Under Target, leave Workflow record selected. This means the member this run is about.
Under Template, search for and select your welcome message template.
Under Message type, choose Email (or SMS if you prefer).
Leave this as the last step (no “next” step). When the message sends, the run is done.
This action includes the member and eligible linked contacts, not just the member’s own address.
For a child’s profile, a guardian with Receive Communications or Can Manage enabled can
receive the message. Check the template’s student and recipient placeholders.

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