This would be useful for tracking lead promos. You could check all leads you want to email, send them a promo and make a note that they received an offer without having to write each one individually
Hello.As we are opening after a summer break, I noticed that there are 59 pending registration (Potential clients) My query is this:- There is no function or pull down menu to email them all at once to encourage them to finish the registration, an...
I have a lead in lead center that has enrolled in classes, however their conversation is still showing up in the inactive messages? Is there a way to remove conversations? This would be very helpful, we have had a few folks ask to stop contacting,...
Collect birthdays and addresses on lead form. Really tricky to determine if they meet the age cutoff without this. Also - if they end up registering we don't have all the required info from them
When a lead responds to our 2-way SMS message we do not receive an alert and it does not show in the conversations in their page or on the unread messages until the page is refreshed. We would like to be able to see these immediately and be able t...
We would like to be able to automate responses based on specific days. Such as, if someone booked a trial for January 5th the automations would see that and be able to send them a specific email on January 4th. As well as see the name of the paren...
It would be helpful for all of the new accounts that are created in DSP to be auto-tagged as a lead. A new account = a lead - and being able to track that and add them into our "lead" sequence of emails would eliminate the need for this having to ...
Leads & Prospects - Have convert to parent generate this is a student as well
We are an all adult studio. When we convert a lead into a parent, we would like the option of selecting this parent is a student at the same time. It's cumbersome to enter the information twice.
an option to pay in full when booking for a trial package, without settign up auto pay
All our fully enrolled customers have Auto pay set up. However when a new lead books, we don't request them to set up auto pay, as it can put them off pursuing a trial class. Could their be a one off payment option for trial students to just pay o...
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