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EDM For Stripe Enabled Partners

Improvement
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Business In A Box - EDM Series

Create a welcome email series that is delivered automatically when Stripe is active. On health check complete On day 3/7/9 when health check not complete On day 3/7/9 when health check was complete and training was not upgraded

Jonathan Horne
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Partners leveraging the Self Service feature can now incorporate automated follow-up emails to guide clients using the Business/Free segment of the platform towards becoming a paid client. This functionality ensures that new signups receive Welcome Email's along with instructions on how to fully utilise the Business Toolkit and over time push them towards a paid subscription for training.

 

This feature will be disabled as default, to activate this feature please reach out to support and request the activation of the Business in a Box - EDM Series.

 

If you missed the previously Self Service feature that this relates too or want to learn more about how this can help your business then click the link below.

 

 https://kb.cyberaware.com/CA/landing-page-self-service 

 

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