New from Fintra

Seminar Follow-Up

Every RSVP, all the way to the door.

People sign up, then life gets busy. Every empty seat is a meal you paid for and a family you didn't get to meet. Seminar Follow-Up stays with every guest from registration to your front door, automatically and in your funeral home's name.

Fewer empty seats

Reminders that bring them in.

Confirmed headcount

Guests confirm how many.

Declines aren't lost

An appointment is offered.

01Branded for you

From your counselor, not a vendor.

Every email and text carries your logo, your colors and your phone number, and is signed by your counselor, the same person guests will meet at the door.

Guests never see Fintra.

Beau Jarrell· Jarrell Funeral Home

You're registered for Lunch & Learn on Tuesday, October 13

Margaret,

You're all set for our Lunch & Learn on Tuesday, October 13 at 5:00 PM. The meal is on us, so just come hungry and curious.

Jarrell Funeral Home123 Guitar Street Nashville, TN 37212

GET DIRECTIONS →

Warm regards,
Beau

Beau JarrellAdvanced Planning SpecialistJarrell Funeral Home123 Guitar Street Nashville, TN 37212Mobile: 615-555-1234Office: 555-222-3333

REQUEST AN APPOINTMENT

Sample email, in your brand

Also sent by text

9:41

Jarrell Funeral Home

Hi Margaret, you're registered for Jarrell Funeral Home's Lunch & Learn on Tuesday, October 13 at 5:00 PM. We've saved 2 seats for you, and the meal is on us. We'll send a couple of reminders as the event gets closer.

-Beau Jarrell
Jarrell Funeral HomeReply STOP to opt out of Preplan a Funeral

02Guests answer in one reply

Guests just text back. The rest is handled.

Every guest is asked to confirm their seat and headcount. They reply the way they'd text a friend, and each answer is handled automatically.

9:41

Jarrell Funeral Home

Text Message · Sat, Oct 10

Hi Margaret, your Lunch & Learn at Jarrell Funeral Home is Tuesday, October 13 at 5:00 PM. We have 2 guests down for the meal count. Reply YES to confirm, NO if your plans have changed, or reply with a new number if your party size is different.

-Beau Jarrell
Jarrell Funeral HomeReply STOP to opt out of Preplan a Funeral

Got it - we've updated your reservation to 3 seats for Jarrell Funeral Home's Lunch & Learn on Tuesday, October 13. See you there!

Confirm attendance

YES

Seat confirmedA thank-you is sent

Reminders stopA one-on-one is offered

Update party size ← Shown on the phone

Headcount updatedAny number from 1 to 10

STOP ends texts at any time.

On the next page: the full path, from RSVP to seminar day.

gofintra.com

New from Fintra

Seminar Follow-Up

03The series

From RSVP to seminar day, one simple path.

When they sign up

Seats and details, confirmed

EmailText

While they wait

Keeps the date top of mind

EmailText

As it gets close

Still coming? How many?

EmailText

Right before

Reminder and directions

EmailText

Seminar day

Your counselor takes it from there

Later sign-ups skip the steps there isn't time for · Texts only for guests who opted in · Can't make it? A one-on-one is offered

04Tracked in your hub

Every guest's status, at your fingertips.

Confirmations, cancellations and headcount changes land in your hub on their own. Only guests who haven't confirmed end up on a short call list.

After the seminar, check guests in and record who showed and who booked.

gofintra.io · RSVPs and attendance

Sample RSVP list, in your hub

Your part

Nothing to set up. Call the few who haven't confirmed, welcome your guests and book the follow-ups. Everything else is handled.

See it in action.

Ask your Fintra rep about Seminar Follow-Up for your next seminar.

gofintra.com