Create membership contacts from funnel and send alerts
Create membership contacts from funnel and send alerts
Your funnel signups sit in the landing funnel and never reach your membership CRM, leaving trial prospects unassigned and uncalled. Add them to your membership CRM and notify staff for same-day outreach.
Overview
Funnel leads often never reach your membership database, costing warm trial prospects. This workflow captures those leads in your membership CRM and texts your front desk so staff can complete same-day outreach and book more trials.