Create cohort enrollment records and send welcome messages
Create cohort enrollment records and send welcome messages
You don’t have a single cohort roster when checkout sessions arrive untracked, so coordinators must search for purchaser details. You get unified enrollment records and same-day welcomes.
Workflow preview:
Zap details:
Overview
When checkout completions don’t flow into your enrollment systems, coordinators spend hours manually onboarding students. This flow captures each purchase into an enrollment sheet, updates CRM and marketing audiences, and fires a welcome email so program teams can onboard students the same day.