When a new MaintainX work order is placed, it's important to create a Recurly account for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.
There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Recurly account and start sending them targeted communications.
In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Recurly account for every MaintainX work order, you can maximize your chances of success with each customer.
You Can Also Connect MaintainX or Recurly With 1500+ Other Apps
MaintainX
Transform your maintenance operations with MaintainX, a cutting-edge Computerized Maintenance Management System. It helps you streamline work orders, preventive maintenance, and asset management, improving your team's efficiency.
Recurly is on a mission to make subscription management as simple and powerful as possible, so our customers can focus on what matters most: building great products that delight their customers.