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Create contact item for course purchase in contacts

Create contact item for course purchase in contacts

Your course purchases arrive without a contact record, leaving coordinators missing enrollee context. Add purchasers to your contacts board so coordinators and marketers can start onboarding same day.

Create contact item for course purchase in contacts

Overview

When purchasers don't appear in your contacts board, program coordinators lack enrollee context and onboarding stalls. This flow creates or updates contact items and assigns the right cohort so coordinators and marketers can begin onboarding and nurture sequences within minutes.

Create contact item for course purchase in contacts