Start onboarding for purchasers within minutes of purchase

Your funnel purchases sometimes lack enrollment, leaving new customers unprepared and delaying outreach. Enrolling purchasers launches welcome workflows so coordinators finish onboarding same day.

Overview

When paying customers aren’t automatically enrolled, onboarding stalls and coordinators must chase missing records. This flow ensures every successful purchaser is routed into the onboarding workflow so your team can deliver welcome sequences and complete setup tasks the same day.