Add new course buyers to cohort contact records

Your course orders lack cohort assignment and attendee context, delaying onboarding and follow-ups for program coordinators. Attendees receive onboarding and outreach before the cohort start.

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Overview

Course purchases must map to cohort rosters immediately so program coordinators can onboard attendees without manual lookup. This flow captures qualifying orders, reserves a cohort seat, and updates or creates CRM contacts so onboarding and reminders go out within minutes.