Are new buyers added to the smart list automatically?
Quick answer
The intended workflow is that new buyers are added to the smart list automatically after the onboarding email workflow / contact automation completes.
Platform
Web
Area
Internal Operations
Related system
GHL
Symptoms
If any of these match, this article is for you.
- Support asks whether a buyer will receive future update emails automatically.
- Buyer is missing from the smart list after onboarding.
Step-by-step solution
Internal checklist
- Confirm the buyer completed the onboarding workflow.
- Confirm the contact automation ran.
- Confirm the buyer smart list filter includes the user.
- If not, check tags / triggers used by the workflow.
If it still does not work
- If the workflow ran but the user is missing, check tag mismatches.
- Document the resolution so we can update the SOP.
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