2.1.2 How to add a contact to a specific workflow after a successful purchase

With Connector Wizard, you can automatically add a contact to a workflow inside your connected subaccount whenever they make a successful purchase in WooCommerce. This helps you streamline post-purchase automations like sending onboarding emails, upsells, or tagging contacts.

Step 1: Edit the Product

• Log in to your WordPress admin dashboard.
• Go to Products > All Products.
• Edit the product for which you want to configure workflows.

Step 2: Open Connector Wizard Settings

• Scroll down to the Product Data section.
• Click on the Connector Wizard tab from the left-hand menu (see screenshot).

Step 3: Set Up Your Workflow

• Click the “Add to workflow upon successful purchase” area.
• From the dropdown, select the workflow you want the contact to be added to.
• You can add multiple workflows here.
• Note: The dropdown values come directly from your connected subaccount, so you’ll see all available workflows there.
• Save your action.

Step 4: Save and Test

• Click Save to finalize your setup.
• Run a test purchase in WooCommerce.
• Verify that the contact is added to the correct workflow in your connected subaccount.

Example Use Cases

• Add customers of a specific product to an onboarding workflow.
• Enroll buyers into a membership access workflow.
• Trigger a follow-up or upsell workflow after purchase.