Project managers keep referral lists updated after purchases
Project managers keep referral lists updated after purchases
Project managers lose eligible buyers when payments don't flow into the rewards list, causing missed referrals. So marketing can begin referral outreach promptly.
Overview
Missed enrollments mean project managers lose referral opportunities and create extra manual work for marketing. This workflow captures purchasers at payment and enrolls them into your rewards list so marketing can begin outreach promptly, eliminating manual enrollment and reducing missed referrals.
Notable Features
- Enroll purchasers into rewards list
- Notify marketing of new referrers
- Prevent missed referral eligibility