For business owners: keep loyalty registrants in CRM
For business owners: keep loyalty registrants in CRM
Business owners miss loyalty registrants when card installs aren't captured, shrinking campaign reach. It adds or updates customer records in your marketing CRM so marketers include every registrant.
Overview
Missed loyalty registrants shrink campaign reach and leave revenue on the table. This workflow creates or updates CRM contacts from every card install so marketers include every registrant in loyalty campaigns and eliminate manual follow-ups.
Notable Features
- Create or update customer records
- Apply loyalty tags for segmentation
- Notify marketing of new registrants