Automated DistributionPlus Rebate Enrollment Tracking
Every Monday, WebRun opens CP Tech DistributionPlus, finds contractors who bought rebate eligible products but aren't enrolled in the matching vendor rebate program, drafts a short enrollment invitation for each in Outlook without sending it, and sends your rebate coordinator a Telegram summary of new candidates and total enrollment by program.
How do I find contractors who qualify for a rebate program but aren't enrolled?
Every Monday, WebRun opens CP Tech DistributionPlus to find contractors who bought rebate eligible products but aren't enrolled in the matching vendor program, drafts a short enrollment invitation for each in Outlook without sending it, and sends your rebate coordinator a Telegram summary of new candidates and enrollment totals by program, so fewer eligible contractors miss out.
- Eligible contractors get a reviewed invitation instead of missing a rebate program silently
- Your coordinator sees enrollment totals by program every week without pulling a manual report
- Invitations are based on real purchase history, so only genuinely eligible contractors are flagged
Built for PHCP wholesale distributors · rebate program coordinators · vendor relations teams · sales management
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
cptechinc.comin a real browser with your saved login - no setup, no API keys. -
1
CP Tech DistributionPlus - find eligible but unenrolled contractors
cptechinc.com
WebRun opens CP Tech DistributionPlus to find eligible but unenrolled contractors. - Open DistributionPlus and pull purchases of rebate eligible products from the past week
- Cross-check each buying contractor against the enrollment list for that product's rebate program
- Flag any contractor who bought eligible product but isn't enrolled in the matching program
Done when Every eligible but unenrolled contractor is listed against the program they're missing.
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2
Outlook - draft an enrollment invitation for each
microsoft.com
WebRun opens Outlook to draft an enrollment invitation for each. - Draft a short enrollment invitation for each flagged contractor naming the specific rebate program and what they're missing out on
- Include the enrollment deadline if the program has one
- Save every invitation as a draft and leave it unsent for your rebate coordinator to review
Done when An invitation draft exists in Outlook for every eligible but unenrolled contractor.
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3
Telegram - alert the rebate coordinator
telegram.org
WebRun opens Telegram to alert the rebate coordinator. - Send the rebate coordinator a summary of how many new candidates were found this week, broken out by program
- Include total enrolled versus eligible for each active rebate program
- Note which invitation drafts are waiting in Outlook for review
Done when The rebate coordinator has this week's enrollment summary in Telegram.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it enroll a contractor in a rebate program automatically?
No. WebRun only drafts an invitation and flags who's eligible but missing. Your rebate coordinator reviews the draft and decides whether to send it and complete the enrollment.
How does it know which contractors are eligible?
It reads actual purchases of rebate eligible products in DistributionPlus and checks each buying contractor against that program's current enrollment list, so the flag is based on real purchase history, not a guess.
What if a contractor is already enrolled in a different program?
It only flags the specific program tied to the product they bought, so a contractor already enrolled elsewhere isn't flagged again for a program they don't qualify for.
Related templates
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