Sales ops send free-class confirmations and enrollment details
Sales ops send free-class confirmations and enrollment details
Sales ops miss enrollments when free-class orders get buried, causing customers to miss classes. It routes free-class purchases to messaging with enrollment steps so customers get attendance details.
Overview
Buried free-class orders lead to missed registrations and extra manual work for sales ops. This workflow turns every free-class purchase into a messaging confirmation and an enrollment task, eliminating manual follow-up and ensuring customers receive attendance details so sales ops avoid missed registrations.
Notable Features
- Send messaging confirmations to purchasers
- Include enrollment steps in messages
- Create enrollment tasks for sales ops