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Add recent purchasers to onboarding community groups and lists

Add recent purchasers to onboarding community groups and lists

Your trial purchases don't get community access, leaving new members unable to reach resources or join events. Coordinators can onboard members within hours so outreach starts while trial is active.

Add recent purchasers to onboarding community groups and lists

Overview

Purchasers need immediate community access to engage with content and events; without it, onboarding threads and event attendance lag. This flow enrolls buyers into onboarding groups and updates CRM so coordinators can begin outreach within hours, preserving trial engagement.

Add recent purchasers to onboarding community groups and lists