Create onboarding card for new customer purchase transactions
Create onboarding card for new customer purchase transactions
Your purchase transactions don't generate onboarding items, so new customers lack welcome context and campaign enrollment stalls. Add onboarding cards to start outreach and enroll buyers fast.
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Overview
Stop relying on manual triage after purchases — ensure every buyer becomes an actionable onboarding item immediately. Cards give campaign managers a single, time-bound task so outreach and enrollment start within minutes of purchase.