Review and Contact Invited Customers
Following up with Waitlisted Customers after the inital invitation is useful.
Visit the waitlist function.
Backoffice:
Contact Mangement>Wailist Management
- Filter on FOLLOWUP DATE and STATUS “INVITE”
- Customers with current invite status will appear.
- The status will automatically appear as “has accepted” if the customer has paid, so this shows customers who are still in the invite status
- Click “email” to email reminders
- If desired, change the status to “cancelled” to begin the process again to invite new customers.
- Filter on FOLLOWUP DATE and STATUS “WAITLIST”
- This will show if the customer remains on the waitlist as of your selected followup date. If desired, send a reminder email, or simply change the status to “cancelled” to begin the process again to invite new customers.