Add purchasers to onboarding emails and community access

Your purchase notifications arrive without onboarding steps, leaving buyers untagged and without community access. You get customers tagged and invited so onboarding starts same day.

Overview

When purchasers aren't automatically tagged and added to your community, onboarding stalls and coordinators spend time on manual setup. This flow tags buyers, enrolls them in onboarding sequences, and issues community invites so coordinators can engage customers the same day.