Add new course buyers to community and CRM records
Add new course buyers to community and CRM records
Purchases sometimes don't create community memberships or CRM contacts, leaving buyers without access. Add buyers to the community and marketing contacts so onboarding and welcome emails go out same day.
Overview
When buyers aren't enrolled and captured after purchase, welcome sequences stall and access is delayed. This workflow invites purchasers to your community and records them in marketing contacts immediately, so program coordinators can onboard members and start nurture campaigns the same day.