Add installation orders to a post-purchase email list
Add installation orders to a post-purchase email list
You miss installation customers when post-purchase orders aren't added to the install list, which delays onboarding. Project managers get customer context same day when buyers join the installer list.
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Overview
Installation orders need fast, accurate handoffs; missing those buyers creates scheduling friction and manual lookups. This flow captures installation buyers into the installer email audience and flags their order, so project managers have customer context same day and onboarding moves forward without delays.