Customer success: keep promo students in medical group
Customer success: keep promo students in medical group
Customer success directors lose sight when student promo codes go untracked, risking member access. It adds users to medical student group and updates records so CS can grant access and track promos.
Overview
Customer success directors risk member access issues when student promo codes go untracked. This workflow ensures students with promo codes are placed into the medical student group and internal records are updated, eliminating manual follow-ups and keeping promo usage visible for targeted access.
Notable Features
- Place users in student group
- Update promo fields in records
- Notify customer success on changes