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Designing Lead Journeys: Intro Offer

Intro Offer:… your journeys, start by defining the primary goal (for example, converting new leads through your intro… offer), then build simple, conversational paths that support it

Intro Offers / Trials FAQ's - Subscriptions

offer' > Choose what the intro offer can be used on > then click 'Create'… Create an intro offer for a limited # of classes… Create an intro offer for un-limited classes

Setting up the Sales Agent Workflow

Choose a journey type: Intro offer or Custom… dashboard shows Leads contacted and Revenue generated, with filters for 30/90/365 days. If no intro… offer exists, the wizard looks at other active offers and select the most sold membership

Step 4: Booked anything with intro offer Customer has booked an event (intro offers only) within… Note: In order to have data appear in funnels, you must have an intro offer set up under Memberships… When looking at the number of leads who actually purchased an intro offer, you can see that less than

Sequences - FAQ's

Intro offer expiration: When a customer's intro offer expires… Intro offer purchase: When a customer purchases an intro offer… How do I target intro offer customers with Sequences?

offer and others like it (ex. when an customer's intro offer expires, that's an opportune time to have… Intro offers allow you to give your potential customers a taste of what you have to offer… When creating a package you'll see a toggle to make the package an intro offer

Understanding the Source of Unissued Gift Cards Received by Clients

Typically you'll want to look into your Intro Offer sequences as these are usually the ones that have

Best practices for lead conversion with Sales Agent AI

Each journey should have a clear goal - for example, selling an intro offer, upselling an expiring plan… Positive intent: Offer the next step or direct booking link… Negative intent: Present a fallback offer or pause the conversation.

How to test AI Inbox

8. Intro offer for new customers (Sam Newbie — optional)… Can I sign up for an intro offer?” … Expected AI behavior: Recommends intro pass or membership.

Sequences get 3 New True/False Conditions

Lets say your Sequence has a Trigger that looks for the expiration of a customer's intro offer