Add and tag new course buyers in CRM
Add and tag new course buyers in CRM
Your course purchase records lack UTM source tags, leaving buyers unsegmented and onboarding delayed. Tag buyer contacts so coordinators can begin onboarding within minutes.
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Overview
When buyers arrive untagged, program coordinators and marketers can't segment or onboard them quickly. This flow captures each course purchase, resolves its UTM source to a CRM tag, and upserts the contact so onboarding and targeted campaigns start within minutes.