Maximising revenue through your platform

In this session Helen & Frank cover the following:

•  Capture more sales Opportunities
• Reduce booking friction to increase conversion rates
• Increase basket value with commercial features
• Re-engage potential customers
• Create customer journeys that encourage repeat business

Keep Exploring!

Take a look at the following supporting resources to maximise revenue in your platform!

Opportunities

•  

  Opportunities Overview

•  Raise a new customer enquiry
• Link an Opportunity to a new in-house, bespoke Course
• Link an Opportunity to an existing, scheduled Course
• Opportunities from the Enquiry Form

Update your basket experience

• Brand my Checkout Basket
• Capture information about new customers in a registration form
• Send automatic emails to my customers when they abandon their Checkout basket

Payment options

• Enable partial payments
• Offer a seasonal discount
• Offer an early-bird Discount
• Offer a Discount to people who have previously attended a Course
• Offer a discount for high-value Bookings
• Offer a Course specific discount

Q&A

Here are answers to all the questions answered live on the webinar!

How to we get to the checkout design?

You'll see this in either the 'Checkout Options' or 'Shopping Basket Options' within the Administration menu depending on which basket is enabled in your platform - you need to have the roles of 'Super Administrator' to access them

Regarding Opportunities, is there any way process in-company/Private group bookings from the opportunity actions?

Yes Opportunities can be used for in-house enquiries, you can assign a Course that is exclusive to the enquiring customer only. Please see the links above in 'Keep Exploring' for more information!

Do people need to opt in to receive abandoned basket emails?

No, recipients do not need to opt in to receive abandoned basket emails, as these emails are typically sent under legitimate interest rather than marketing consent. However, the customer must have passed the Login or Register step of the basket process so that their email address has been captured and associated with the basket. If an email address has not been collected, the system will not be able to send an abandoned basket reminder.

I can't see where we can turn on Klarna

Klarna is available through Stripe - if you are already using Stripe then you just need to enable this within your Stripe account

Pre-course emails - is there a size restriction on attachments e.g. pre-course reading?

There is no specific attachment size limit within accessplanit for pre-course emails. However, the maximum size of an email attachment is ultimately determined by the recipient's email provider!
As a guide, many popular email services, including Microsoft Outlook and Gmail, typically support messages up to around 20–25 MB in total size. To maximise deliverability and avoid emails being rejected or quarantined, we recommend keeping attachments well below this limit, ideally under 10 MB.
However, if you need to share larger resources, you can consider including them as file links rather than email attachments.

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