Add upsell buyers to tag and course access

Your upsell purchases can miss tags or course access, leaving buyers unsegmented and onboarding stalled. Get buyers tagged and enrolled so they begin onboarding and get access within minutes.

Overview

Manual tagging and access provisioning after an upsell creates onboarding delays and inconsistent outreach. This flow tags purchasers and provisions product access automatically so campaign managers and success reps can start personalized onboarding within minutes.