Add annual subscription purchasers to onboarding task list
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.
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.