Case CLOUDWOLF

CLOUDWOLF is a company that provides educational materials in a subscription-based format.

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YEAR

2024

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PROJECT DURATION

4-5 days

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TECHNICAL SUPPORT

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SPECIALISTS INVOLVED

1 person

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YEAR

2024

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PROJECT DURATION

4-5 days

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TECHNICAL SUPPORT

-

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SPECIALISTS INVOLVED

1 person

Challenges

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    Establish a unified database of all clients and set up manager notifications if a client purchases a new subscription product with a discount while their previous subscription is still active;
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    Identify clients with two active subscriptions.

Challenges

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    Establish a unified database of all clients and set up manager notifications if a client purchases a new subscription product with a discount while their previous subscription is still active;
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    Identify clients with two active subscriptions.

Solutions

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    Transferred the entire database to Google Sheets for client status verification.
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    Configured automatic assignment of status and manager notifications.
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Project Details

STEP 1. database

Created a comprehensive client database using Google Sheets and assigned each client a status - New / Canceled / Exist.

STEP 2. CONFIGURED THE SCENARIO AS FOLLOWS

WHEN A CLIENT PURCHASES A SUBSCRIPTION, THE SYSTEM CHECKS THEIR STATUS:

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    If the client is new, they are added to the database with a New status.
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    If the client previously purchased a subscription that is no longer active, their previous entry is marked as Canceled, and a new entry is created in the database with a New status.
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    If the client purchases a course while having an active subscription, they are given an Exist status. In this case, a notification email is sent to the manager with information that a specific user (identified by name and email in the message) has more than 1 active subscription.

The scenario was implemented in Make.com.

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Project Details

STEP 1. database

Created a comprehensive client database using Google Sheets and assigned each client a status - New / Canceled / Exist.

STEP 2. CONFIGURED THE SCENARIO AS FOLLOWS

WHEN A CLIENT PURCHASES A SUBSCRIPTION, THE SYSTEM CHECKS THEIR STATUS:

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    If the client is new, they are added to the database with a New status.
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    If the client previously purchased a subscription that is no longer active, their previous entry is marked as Canceled, and a new entry is created in the database with a New status.
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    If the client purchases a course while having an active subscription, they are given an Exist status. In this case, a notification email is sent to the manager with information that a specific user (identified by name and email in the message) has more than 1 active subscription.

THE SCENARIO WAS IMPLEMENTED IN MAKE.COM.

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Results

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    Reduced lead processing time.
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    Optimized the process of adding clients to the overall database.
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Julia Andrusiak

Account Director

+38 050 700 75 72

latigid.ogeretla%40kaysurdna.y

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