Follow Up Boss + Stan
Apply an action plan to contacts in Follow Up Boss when memberships are cancelled in Stan
Keep your attention on your active members and not the ones leaving your service. When a membership gets cancelled in the Stan app, this workflow applies an action plan to the contact in the Follow Up Boss app. It ensures that attention is promptly shifted from cancelled memberships to the active ones for better retention and engagement. This automation helps streamline your member management process, enhancing your ability to maintain active relationships.
Keep your attention on your active members and not the ones leaving your service. When a membership gets cancelled in the Stan app, this workflow applies an action plan to the contact in the Follow Up Boss app. It ensures that attention is promptly shifted from cancelled memberships to the active ones for better retention and engagement. This automation helps streamline your member management process, enhancing your ability to maintain active relationships.
- When this happens...Cancelled Membership
Triggers when a customer cancels their membership.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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