Create onboarding orders and send welcome emails to buyers
Create onboarding orders and send welcome emails to buyers
Your widget purchases lack a tracked order, leaving onboarding links and token expiries unmanaged. Create a record and send the onboarding email so customers receive access same day.
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Overview
When customers complete checkout, manual steps can delay onboarding and generate avoidable support requests. This workflow records the purchase, generates the correct token, and delivers the tailored welcome email automatically so program coordinators can deliver access and setup guidance the same day.