For wellness CEOs: provision memberships and trigger welcome
For wellness CEOs: provision memberships and trigger welcome
CEOs in health and wellness face refunds when orders aren't provisioned. This flow creates delivery accounts and grants membership access, ensuring members access benefits quickly.
Overview
When buyers don't get immediate access, refunds and support tickets spike. This workflow provisions accounts and grants membership access at purchase, turning manual fulfillment into a predictable handoff and ensuring zero missed welcome steps. Operations get faster handoffs and fewer provisioning errors.
Notable Features
- Create delivery accounts on purchase
- Grant membership access and entitlements
- Notify ops with provisioning status