Multiple Event Promotions for Targeted Outreach
Lucas Jans, VP of Product
Advisors aiming to maximize event attendance might benefit from Multiple Event Promotions. This feature could allow you to promote events in stages using pre-built sequences, starting with 'A' clients and then adjusting invitations to 'B' and 'C' clients based on initial responses. This approach optimizes attendance by tailoring outreach to client interest levels.
Use Case:
Imagine an advisor organizing a premium investment seminar, with a focus on engaging top-tier clients first. By utilizing Multiple Event Promotions, they can initially invite 'A' clients and, after gauging their interest, extend invitations to 'B' and 'C' clients. This strategic rollout ensures maximum participation and engagement across client segments.