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Leads and Waitlist
The Leads feature is currently in beta.
The Waitlist feature is coming soon!
In this article, we answer some basic questions about Leads, which is available as a feature under "CRM".
- Who is a Lead?
- How does Occasion track leads?
- What should I do with these leads?
- How do I add customers to wait-list?
- Where can I see my wait-listed customers and leads?
- Do you have a "reaching out email" example?
Who is a Lead?
A lead is a prospective customer. A prospective customer is one who has expressed interested in your services.
How does Occasion track leads?
Leads can come from many different sources. Some of the ones are below:
- A customer started but did not complete the booking.
- A customer booked a similar event a "while ago".
- A customer who added themselves to a "wait-list".
What should I do with these leads?
Leads are highly likely to convert into a booking. We recommend reaching out to the leads via email and trying to engage them in a conversation.
How do I add customers to wait-list?
(the Waitlist feature is coming soon!)
Initially, only merchants will be able to add customers to wait-list. Here's how:
- From your Occasion account, click on "Calendars".
- Click on the sold-out event.
- Find the "Preview" button and which will open a new window.
- You can enter the customer's name, email to add them to wait-list.
Where can I see my wait-listed customers and leads?
Leads and wait-listed customers are visible right below the roster when viewing the event on your Calendar page.
Do you have a "reaching out email" example?
We recommend this powerful combination when reaching out to your leads.
- Have a coupon code handy. Create a coupon code like "comeback" with a small discount to provide an incentive to customers on the fence.
- Send them a personal email like:
" Hi Sara, noticed that you may interested in our class - we still have a seat for you if you are still looking. And, by the way, here's a 10% off coupon "comeback". We look forward to seeing you."