Add new buyer orders to welcome list and CRM

Your buyer orders aren't logged centrally, leaving onboarding and campaign lists incomplete and causing access delays. Add buyers to your welcome list and send onboarding emails within minutes.

Add new buyer orders to welcome list and CRM

Overview

When buyer orders aren't routed to a central list, onboarding and campaign managers miss follow-up and access is delayed. This workflow captures each buyer, emails a welcome message, and subscribes them to your campaign within minutes so coordinators can complete setup same day.

Add new buyer orders to welcome list and CRM