Add new buyers to course community and CRM
Add new buyers to course community and CRM
You lose onboarding speed when buyers aren't added to your community and contacts, forcing program coordinators to handle manual invites. This invites buyers and tags contacts so onboarding runs same day.
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Overview
When purchases slip through without community access or CRM records, onboarding stalls and welcome campaigns miss momentum. This flow instantly invites qualifying buyers and creates tagged contacts so program coordinators can engage members and deliver welcome messaging the same day.