Integrate OClass with Retently

Trigger NPS/CSAT surveys after client check-ins or bookings, sync customer profiles and interaction history with Retently, and use feedback scores to improve service offerings and client retention strategies.

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About OClass

OClass provides tools for managing client check-ins, bookings, classes, and payments. It triggers notifications for user interactions, such as new clients and leads, as well as reminders for upcoming expirations of trial plans.

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OClass to Retently

1

Check In

Triggers when a user checks in
2

Last Trial Class

Triggers when student's last trial class ended
3

New Client

Triggers when a new client is created
4

No Purchase - 14 Days

Triggers when a new client does not make a purchase in the last 14 days
5

1 Day Promo Reminder

Triggers when the trial plan credits are all used up 6 days before today.
6

Payment

Triggers when a user completes payment.
7

First Trial Class

Triggers when student's first trial class ended
8

New Booking

Triggers when a new booking is made
9

New Lead

Triggers when a new lead is created
10

No Purchase - 2 Days

Triggers when a new client does not make a purchase in the last 2 days
11

1 Trial Credit Remaining

Triggers when the student has one trial credit remaining.
12

3 Days Promo Reminder

Triggers when the trial plan credits are all used up 4 days before today.
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Retently to OClass

1

Create Client

Creates a new client.
2

Create Lead

Creates a new lead.

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