The FollowUp schedule determines all of the automated communication (call scheduling, emails and texts) for your club. By setting one Follow-Up cycle for all your staff, you ensure that each lead and member receives a consistent message from your club.
To view the FollowUp Schedule
- Select the FollowUp Tab
- Select Memberships (for Membership Leads), Personal Training, Members or Text Alerts
- To view email or text alert content, select the email you wish to see and click View
How it Works
The Follow-Up schedule is set by lifecycle group. Each lifecycle group can have its own schedule of calls, emails and texts (see Types of FollowUp below). As a lead goes through its lifecycle, its group will automatically change. For example, a lead comes in today and wants to try out the club so you move them to a Trial for 7 days. This This lead is put into the Trial group and today is Day 1. The lead will remain in this group for 7 days. On Day 8, the lead will automatically move to the Expired Trial group and start in that group as Expired Trial Day 1.
The lifecycle groups include:
- Membership Leads (further broken into No Club Visits, Visited Club, Trials, Expired Trials and Referral Sales FollowUp)
- Personal Training Leads
- Members
Types of FollowUp
- Day X Emails: Emails that are sent based on how many days the lead has been in that particular lifecycle group.
- Web Lead, Web Referral & Facebook Emails: An introductory email specific for leads that come from your integrated Web Site, Web Referral Site or club Facebook page.
- Day X Text Messages: SMS Text Messages that are sent based on how many days the lead has been in that particular lifecycle group (text features vary by country).
- Calls: When and how frequently staff will have a call scheduled on their agenda.
- Text message alerts for appointments (such as Club Tours)
- Email and Text Blasts can also be sent from the FollowUp tab - please see Email Blasts or Text Blasts for that information