Mark subscribers in CRM and send welcome email

Your completed checkouts lack CRM status and renewal dates, so ops can't tell who is active. Records and welcome emails are set immediately so access and onboarding complete same day.

Mark subscribers in CRM and send welcome email

Overview

New checkouts often land without CRM flags or renewal dates, which stalls onboarding and access. This flow marks subscribers, derives renewal dates, and sends a welcome email so ops and program coordinators can onboard members the same day.

Mark subscribers in CRM and send welcome email