Customer Referred Trigger
The Customer Referred Trigger keeps your new referrals engaged. With this new sequence trigger, you can set up a series of messages to ensure that new customer referrals aren't forgetting about your business.
Need a refresher on how to set up customer referrals in Momence? Click here.
Need a quick overview of how Sequences work? Click here.
When setting up your sequence, you may want to:
have the first message go to every referred customer as they create their account
set counter conditions to remove anyone from the sequence that's purchased a class or membership
This ensures the messages only fire to referrals who:
have created and an account
have yet to book, and
have not yet purchased a membership
To get started, click Marketing > Sequences > Customers > search for: Customer Referred.
Tag Added to Customer Trigger
Within Sequences, 'Actions' allow you to send messages, assign tasks, and add/remove tags. With this 'Add tag' action in mind, you now can create new sequences that build off the 'adding' of that tag as a triggers for other new actions.
The 'Tag Added to Customer' trigger allows you to target customers that receive a tag (either by a sequence action of 'Add tag' or by manually adding a tag to a group of customers). Need a refresher on how to bulk tag customers from your CRM? Click here.
Trigger: if a customer does x,
Action: assign tag x.
Trigger: if tag x is added to a customer,
Action: send x message or assign x task.
There are countless other creative ways that you can use this new trigger to make your business run more efficiently. A few examples are:
tagging customers as ‘advanced’ and sending targeted messaging about new perks they get;
creating a sequence with a customer feedback survey and reminder emails, and only including customers with over 100 visits;
having a set of emails about pre/postnatal tips that trigger anytime you or your staff members learn of a customer being pregnant and tag them.
Find this trigger under Marketing > Sequences > Customers > Tag added to customer.
Don’t have access to Sequences yet? You can activate the marketing suite straight from your account under Marketing > Sequences.