Add buyers to tagged lists and outreach tasks

When purchases arrive without marketing tags, campaign and onboarding teams lack buyer context and endure manual follow-up. It tags buyers and queues outreach tasks for a same-day welcome.

Overview

Purchases that don't reach your marketing contacts create manual work and missed welcome opportunities for campaign managers and CS coordinators. This flow tags buyers by product and queues outreach tasks so teams can deliver personalized welcomes the same day, reducing manual lookups.