Add guide access and tag buyers for follow-up

Your guide purchases lack access tags, leaving buyers unable to use gated tools and creating support friction. Grant access and capture buyer entries for same-day outreach.

Overview

When buyers pay for your nutrition guide but aren't flagged, customers can’t access gated tools and support teams spend time resolving access. This workflow captures those purchases, posts a form entry, and tags the customer so marketing and fulfillment can grant access and follow up same day.