Add buyers to appointment list after purchase completion
Add buyers to appointment list after purchase completion
Completed orders for 12-month or lifetime offers aren't tagged for appointment outreach, so reps lack a ready follow-up list. It tags those buyers so managers can email appointments within minutes.
Overview
When special-offer buyers aren’t triaged, outreach becomes inconsistent and onboarding windows slip. This flow captures, tags, and queues those buyers so campaign managers can send appointment invites within minutes and eliminate follow-up gaps.