Add new buyers to member list and welcome

Your new customers aren't added to the member list after checkout, delaying welcome messages and onboarding. This adds them to your campaign list and starts welcome workflows the same day.

Add new buyers to member list and welcome

Overview

When a customer completes checkout, they must go into your member list immediately so onboarding can begin without delay. This flow captures, normalizes, and enrolls buyers in your welcome campaign and creates a follow-up task so coordinators can act the same day.

Add new buyers to member list and welcome