Add redeemed gift code contacts to CRM and tags
Add redeemed gift code contacts to CRM and tags
Your gift-code form entries often leave redeemers untracked, forcing manual verification by instructors. Adds the contact, tags purchase and marks code used so customers gain access same day.
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Overview
When gift codes are redeemed, instructors and campaign managers need clear customer records and entitlement to avoid manual checks. This flow captures the redeemer, marks the code used and tags the contact so customers get access and follow-up the same day.