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Sequences - Using the Send Prefilled Waiver option action to convert more leads and retain more members
Sequences - Using the Send Prefilled Waiver option action to convert more leads and retain more members

You can learn how to automatically send a specific pre-filled waiver to your contacts with your Sequences tool.

Updated over a week ago

Below are examples of using the "Send Pre-filled Waiver" action option to create really powerful automation within your business.

Send prospects a pre-filled waiver when they reach a specific status.

Use Clubworx to track your prospects and lead with our custom prospect statuses. Use your sequences tool to automatically send a waiver to them to sign up as a full paying member.

Trigger

Prospect Added

Advanced Option

Specify the Prospect status that should trigger the action (send waiver)

Action

Waiver

Send a member who needs to renew their membership a pre-filled waiver to re-sign a new contract.

Trigger

Membership Expiry Due

Advanced Option

Specify a specific membership plan to trigger the action (if appropriate)

Action

Waiver


Tip!

You can now customise the email that is sent out with your prefilled waivers from the add/edit waiver page!

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