Keep support agents from missing plan onboarding emails

Support agents miss onboarding after payments, leaving security-plan members without activation info. Send onboarding emails with activation steps and scheduling options so members can start quickly.

Overview

Missed onboarding after payments frustrates customers and risks churn. This workflow ensures every successful subscription update triggers an onboarding email with activation details and scheduling options, delivering consistent first touch and eliminating manual outreach. Support leaders report faster response times and zero missed follow-ups.

Notable Features

Send onboarding emails with activation links
Add customers to onboarding queue
Log payment events to support records