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Add upsell purchasers to contact list and notify team

Add upsell purchasers to contact list and notify team

You get orders with qualifying add-ons but contacts and fulfillment steps aren't created, causing delayed access and manual follow-up. Capture buyers, create contact records, and alert coordinators so purchasers get access same day.

Add upsell purchasers to contact list and notify team

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Overview

When buyers purchase a post-checkout add-on but aren’t recorded, granting access and follow-up slip to manual work. This flow captures qualifying purchasers into your contact list and pings coordinators so access and outreach happen the same day.

Add upsell purchasers to contact list and notify team