Offer a trial

How to Send a Trial Offer Email from a Subscription Group Waiting List #

1. Open the subscription group and locate the waiting list 0:00

• Go to the class area and open the relevant subscription group.
• Scroll down to find the waiting list section.
• This process applies specifically to subscription groups, not other class types.

2. Select the user you want to offer a trial to 0:39

• In the waiting list table, click the checkbox or row for the user you want to contact.
• The user should appear as selected in the table before you continue.

3. Send the trial offer email 0:47

• Click Send offer.
• Then choose Email offer to trigger the trial invitation email.
• The system sends the email to the selected user with a link to book a trial session.

4. User receives the email and books the trial 0:58

• The user receives the offer email in their inbox.
• They click the link in the email to open the booking flow.
• This takes them to the waiting list/trial offer page for the relevant session.

5. User accepts or declines the offer 1:06

• On the waiting list page, the user can see the offered session.
• They can choose to accept the offer or decline it from there.

6. Key takeaway: how the email is triggered 1:19

• The trial offer email is triggered by:
  • opening the class,
  • selecting the person on the waiting list,
  • and sending the offer.
• This is the full workflow for offering a trial space to someone on a subscription group waiting list.