Invite purchasers to community when CRM group assigned

Marketing coordinators set purchase groups in the CRM, leaving buyers locked out of the community and delaying course onboarding. Invites go out when groups are set, so customers get access quickly.

Overview

Buyers get frustrated and onboarding stalls when purchasers don't receive community access. This workflow links CRM group assignments to community invites, removing manual handoffs and ensuring customers gain access quickly. The result is fewer missed invitations and smoother onboarding for your marketing and onboarding coordinators.

Notable Features

Send community invites on assignment
Add purchasers to course cohorts
Notify onboarding coordinators of enrollments