Create purchaser contact and onboarding item for new clients
Create purchaser contact and onboarding item for new clients
Your mini-course purchases can arrive without contact records, delaying welcome emails. They’re added to your email audience and onboarding board so coordinators can act same day.
Workflow preview:
Zap details:
Overview
When course purchasers slip through, welcome sequences and onboarding stall and coordinators spend time on manual imports. This flow creates a contact and an onboarding board item immediately, so marketing managers and program coordinators can begin nurture and setup same day.