Add new buyer orders to welcome list and CRM
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.
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.