Capture purchaser and buddy contacts from course purchases
Capture purchaser and buddy contacts from course purchases
Marketing coordinators miss purchaser and buddy contacts when orders aren't logged, causing missed communications and schedule errors. Contacts are created at purchase so attendee messages go out.
Overview
Marketing coordinators risk missed attendee messages and chaotic schedules when purchaser and buddy contacts aren't stored. This workflow captures purchaser and buddy details at purchase and updates your CRM, eliminating missed follow-ups and keeping course schedules accurate. That lets marketing send timely communications while operations rely on accurate attendee records.
Notable Features
- Create CRM records on purchase
- Add or update buddy contacts
- Tag contacts with course date