1. Someone asks for information
A visitor uses the Request Program Information button on your public program or class page. Here is what happens:- They enter their name, email, and phone, and send the form.
- They get a confirmation email saying the request went through.
- You get an email with their details and what they asked about.
- A new lead appears in Program Dashboard → Leads.
2. Someone starts checkout and stops
A signed-in visitor opens the checkout page for a class or a course, then leaves without paying. Here is what happens:- A lead is created, so you can see who was interested. If they already had a recent lead for the same thing, that one is reused instead of a new one being made.
- Up to three reminder emails go out automatically. See Cart abandonment emails.
- If they come back and finish, the lead is marked Converted and the remaining reminders are cancelled.
See also
- Cart abandonment emails — The three reminders.
- What updates automatically — What the platform handles for you.
- The contact record — Every lead is also a contact.