Add training purchasers to onboarding and community membership
Add training purchasers to onboarding and community membership
When coaching orders don't trigger onboarding, coordinators lack enrollment context and members lose access. Add buyers to onboarding; invite them to community so they receive welcome materials within minutes.
Workflow preview:
Zap details:
Overview
Buyers of coaching products must receive timely access and clear next steps. This flow captures qualifying orders and enrolls purchasers into onboarding and the community within minutes, removing manual steps and improving early engagement.