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Create membership records and queue from paid orders

Create membership records and queue from paid orders

Your paid orders lack membership enrollee records, forcing manual lookups for access and admin follow-up. The workflow adds each buyer to your membership queue and provisions access the same day.

Create membership records and queue from paid orders

Overview

Manual enrollment and lookup slow provisioning and increase support work for program coordinators. This flow captures paid buyers into your membership queue and provisions accounts automatically, so coordinators get full contact and product context and buyers receive same-day access.

Create membership records and queue from paid orders