Add paid bookers to buyer list and welcome
Add paid bookers to buyer list and welcome
Your paid booking rows often miss enrollment, leaving new buyers untracked and onboarding stalled. The workflow adds them to the buyer list and sends a welcome email so onboarding starts the same day.
Overview
When paid bookings update in your tracker, new buyers must be enrolled and welcomed immediately or onboarding grinds to a halt. This flow captures paid rows, adds them to your buyer list, sends a welcome email, and flags the source row so onboarding coordinators can act the same day.