Capture discounted customers and apply referral coupons instantly
Capture discounted customers and apply referral coupons instantly
Marketing coordinators miss referral enrollments when discounted invoices aren't flagged. This flow tags eligible invoices and applies coupons so coordinators capture referrals quickly.
Overview
Discounted invoices often fall through the cracks, costing marketing coordinators referral opportunities. This workflow flags every discounted invoice and enrolls the customer with the right coupon code, eliminating manual steps and ensuring referral-eligible customers are captured. The result is consistent coupon application and fewer missed referral enrollments.
Notable Features
- Flag invoices with discount tags
- Enroll discounted customers into referral program
- Apply coupon codes to customer profiles