Black Friday / Cyber Monday FAQs

The Black Friday / Cyber Monday campaign kicks off tomorrow (11/27). We put together this list of anticipated FAQ’s … it’s definitely worth a few minutes of your time to make sure that 100% up to speed on how everything is going to roll. Good Luck! How do I see who is going to get the campaign? … and how do I view the content? Video: https://www.loom.com/share/890c0198431f4aebbbdde414cead9bb7 How do I add contacts to the campaign? We’ve already done this for you based on your selected preference to include Active, Nurture, or Both MBO: What does the process look like for the purchaser? MBO: How do I know if someone purchases a package? MBO: Applying tags The video below covers all 3 questions above. There is no notification when a purchase is made … you’ll find this out by running your sales report (Maurice covers this in the video below) Video: https://drive.google.com/file/d/14Og4hYcDiErQOQyX92NCxb4E-AF5wlcL/view?usp=sharing What do I do when someone purchases a package? We suggest that you start by calling and thanking them, and then take whatever action is appropriate based on your relationship with the contact. If they’re already a client, calling (or texting) to thank them will likely suffice. There is nothing you need to do in infusionsoft. If they’re not currently an active client, you should set up a time for them to come in and get started. If you plan to start with a consult, you can pull them up in infusionsoft and schedule them for a consult as usual, then, after they come in … sign them up as a New Client (just like you would for any regular consult). If you plan to skip the consult part and just get them started, you’ll pull them up in infusionsoft and sign them up as a New Client (as usual) What do I do if someone purchases sessions as a gift? If after speaking with a purchaser, you find out that the sessions were purchased as a gift … MBO: please submit a ticket to the Support Center for assistance moving the purchased package to the correct client Infusionsoft: Ultimately, you’ll need to add the new contact to infusionsoft, and then proceed as usual (Important: You’ll need to get the recipients info from the our purchaser, but be sure that you understand when they’ll be receiving the gift, so you don’t call in advance and ruin the surprise) Is there a limit to the number of packages they can purchase? No, there is no limit. Obviously, the more they purchase the closer they get to your actual sheet rate. How do I remove contacts from the campaign, so they don’t get any remaining e-mails? Video: https://www.loom.com/share/450d4caedfa0478f8d021842a069dafc What if someone replies that the link isn’t taking them to the cart? Lenny and I have spent a lot of time double and triple checking all of the links in the entire campaign, so it shouldn’t happen. In the unlikely event that it does … 1. You can find your MBO cart link on the Cyber Monday Opt-In Spreadsheet: https://docs.google.com/spreadsheets/d/1LorQre4tHSCpWYIvXgCy-bhQBBybjtpIhw-zbIVtv00/edit#gid=0 …. give it to them. Don’t copy the wrong one … paste it into a browser and make sure your studio name is on the tab 2. E-mail us at FTSupport@25fortyco.com with the contact’s name so we can take a look (to make sure it’s a one off … not something systemic) Do they have to enter a Promo Code to get the discount? Yes, it’s “BF10PACK” … it says it many times in the e-mail content, but people be cray. FYI … the discount will only show after the Promo Code has been entered, and it will only be active from 11/27 -> 12/2 Who do I reach out to if I have a problem? By Default -> FTSupport@25fortyco.com If you’re sure it’s an MBO thing -> Jessica Pratt (jpratt@wellbizbrands.com)

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