Keep operations moving: create membership records after each purchase
Keep operations moving: create membership records after each purchase
Operations coordinators miss provisioning after purchases, leaving buyers without course access and delaying onboarding. Membership records are created on purchase, enabling customer success to start onboarding and send activation notices.
Overview
Operations risk delayed onboarding and extra support load when buyers don't receive access after purchase. This workflow creates membership records at purchase, notifies customer success, and creates onboarding tasks—eliminating manual provisioning and closing access gaps.
Notable Features
- Create membership records on purchase
- Send activation emails to buyers
- Notify ops and customer success