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When PlasticBank signs up a new corporate partner it’s imperative the kick-off is scheduled quickly and everyone participates.

To ensure the relationship gets off to the right start, Rosedale integrated Calendly with CRM and Journey Builder. Email Invites and Reminders are sent until the meeting is booked via Calendly and automatically entered into CRM. Once booked, the partner exits theJourney.

If a kick-off call isn’t booked, or if the email bounces, the account team is notified via TASK in CRM from Journey Builder to make sure the Account team personally follows up.

Each year Golf Town invites their best customers to a private VIP day at a local course.

To ensure only invited members can sign up for the free day of golf, the forms only allow submission by the email address on the invite list.

With limited Tee Times to pick from, the form has to display the remaining times available, as well as automatically load “sorry sold out” content once all spots were taken.

This unique customer experience helps Golf Town celebrate their best customers each year and delivers exceptional goodwill.

Reebee, a coupon and flyer marketer, wants to send emails they often have too much content to present.

In addition to building a Preference Centre for subscribers to state their preferences, Rosedale created a script that re arranges flyers based on past email click behaviour.

This ensures the most meaningful content is displayed first to subscribers If a subscriber has no preferences or click behaviour the email displays the ‘generic’ order as defined by Reebee merchandisers.