How to Invite New ProsperWorks Contacts as Non-Billed Exercise.com Clients

Here’s how to invite new PropserWorks Contacts as Non-Billed Exercise.com Clients.

*Note – You may want to change the quality of the video below to 1080p by clicking the gear icon and selecting the “1080p HD” option.

 

Step-by-Step Guide:

Step 1: Click “Create This Zap” to get started. 

 

Step 2: Choose the radio button for your ProsperWorks trigger then click “Continue.”

 

Step 3: Choose an existing account or connect a new one then click “Connect.”

If you’re connecting a new one, follow the sign in prompts in the MailChimp pop up.  

 

Step 4: ProsperWorks requires you have at least one recent person created then click “Continue.” 

  

Step 5: If it says “Test Succesful” then click “Continue.”

 

Step 6: Make sure the radio button for “Invite a Client” is selected then click “Continue.”

 

Step 7: Select the radio button for your Exercise.com account or connect a new account then click “Save + Continue.”

 

Step 8: Fill in the required information then click “Continue.”

  

Step 9: Review the information then click “Send Test to Exercise.com.”

  

Step 10: Click “Finish” to finalize.

 

Step 11: Toggle your Zap “On.” 

   

Now that you can invite new ProsperWorks contacts as non-billed Exercise.com clients, you can take advantage of the full potential of ProsperWorks with Exercise.com to manage your clients.

Updated on October 30, 2020

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