1.Captures team purchase details
Integrate TrainHeroic and onboarding tools to capture purchaser contact and purchase metadata to power subscriber updates.
Add new team purchasers to active onboarding segment
Automatically capture new team purchase events across TrainHeroic and Kit. Remove legacy tags and add an active purchaser tag when team purchase completes, no prior trial exists, or purchaser details land—so you can create subscribers, clean segments, and start onboarding without manual reporting.
How this automation accelerates onboarding for team purchasers
When a team purchase lands without a prior trial, legacy segments can delay onboarding and retention. This automation captures purchaser details, updates Kit subscriber tags, and starts the onboarding sequence—so your team delivers the right experience fast.
TrainHeroicor swap with your favorite app
2.Finds or creates subscriber
Integrate Kit and contact databases to match purchaser email to a subscriber and create one on no match to centralize onboarding.
Kitor swap with your favorite app
3.Removes legacy marketing tags
Integrate Kit and marketing tag rules to remove configured legacy tags from the subscriber to avoid sending old flows.
4.Adds active purchaser tag
Integrate Kit and onboarding sequences to add the active purchaser tag and optionally add the subscriber to onboarding to boost retention.
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