Keep retreat purchasers tagged and welcomed by marketing instantly

Marketing coordinators miss onboarding when retreat payments aren't captured, leaving attendees unengaged and contact lists incomplete. It tags purchasers and sends a personalized welcome email.

Overview

Missed onboarding emails damage attendee experience and complicate event operations. This workflow captures each retreat payment, tags purchasers in your CRM, and delivers a personalized welcome so attendees begin onboarding and records stay organized. Expect faster handoffs between events and marketing and fewer lost attendees.

Notable Features

Add purchasers as tagged contacts
Send personalized welcome onboarding email
Notify events and marketing channels