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How to add a contact and set up an automation in Active Campaign

By Mellissa Rempfer
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About How to add a contact and set up an automation in Active Campaign

The Welcome Specialist Training is a foundational course designed to prepare volunteers for one of the most important and compassionate roles within We Are The Others. As the first point of contact for individuals seeking help, Welcome Specialists serve as the comforting doorway into WATO’s Client Action Team (CAT), creating a safe, supportive, and dignified experience from the very first interaction.

In this course, volunteers will learn how clients reach out to WATO, how to monitor and respond to incoming requests, and how to gather the essential information needed to begin the case management process. Participants will gain a clear understanding of WATO’s volunteer‑led model, the purpose of staff partners and mentors, and the collaborative structure of the CAT Team.

The training also covers essential skills for creating and managing Support Tickets and Need Help Tickets, using the appropriate boards, and supporting smooth case progression. Special attention is given to handling sensitive situations, including SAFE Clients, confidentiality expectations, and compassionate communication practices that make every client feel seen, safe, and supported.

By the end of this course, Welcome Specialists will feel confident, knowledgeable, and equipped to fulfill their role with empathy and clarity—helping ensure that every person reaching out to WATO experiences kindness, hope, and timely assistance.

About Mellissa Rempfer

Mellissa Rempfer is the founder of We Are The Others and a lifelong advocate for dignity, connection, and community support. With deep experience in leadership, coaching, and nonprofit development, Mellissa created WATO to ensure that anyone facing a challenge—big or small—has a place to turn for compassion and real help. She is passionate about empowering volunteers, building systems of kindness, and creating spaces where every person feels seen, valued, and supported. Through her vision and dedication, WATO continues to grow as a nationwide movement of people helping people, one act of care at a time.

Mellissa Rempfer is the founder of We Are The Others and a lifelong advocate for dignity, connection, and community support. With deep experience in leadership, coaching, and nonprofit development, Mellissa created WATO to ensure that anyone facing a challenge—big or small—has a place to turn for compassion and real help. She is passionate about empowering volunteers, building systems of kindness, and creating spaces where every person feels seen, valued, and supported. Through her vision and dedication, WATO continues to grow as a nationwide movement of people helping people, one act of care at a time.

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