Send thank you gifts to past clients after stage update in Follow Up Boss, format data, delay, and create order in Goody
Send thank you gifts to past clients after stage update in Follow Up Boss, format data, delay, and create order in Goody
Send a thank you gift to past clients after a specified delay to show appreciation for their business. Update client stages in Follow Up Boss, calculate timing with Formatter, and create gift orders with Goody.
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Overview
Send a thank you gift to past clients after a specified delay to show appreciation for their business. Update client stages in Follow Up Boss, calculate timing with Formatter, and create gift orders with Goody.