Add new course buyers to CRM and tags
Add new course buyers to CRM and tags
Your course orders arrive in checkout but aren't recorded in your student CRM, stalling onboarding. Add buyers to your CRM and tagging lists so campaign managers can begin welcome outreach same day.
Overview
When buyers don't flow into your student records, onboarding sequences stall and conversion momentum drops. This flow captures every qualifying purchase, tags buyers for the right nurture path, and populates CRM entries so campaign managers can start outreach within minutes.