Add annual subscription purchasers to onboarding task list

Your annual subscription orders sometimes miss enrollment, leaving buyers without access. Add qualifying purchasers to membership intake so buyers get access and onboarding same day.

Add annual subscription purchasers to onboarding task list

Overview

Missed enrollments create manual rework and delay access for paying subscribers. This flow enrolls each qualifying annual purchaser into your membership intake and routes records to onboarding so subscribers receive access and onboarding same day.

Add annual subscription purchasers to onboarding task list