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! |