1. Product Release Information

2. Enhancements

2.1 Report Layout for Membership Sales Activity and Club Activity Reports
We know these 2 reports have so much valuable information for our clubs, but we also hear everyone looks at different parts of the report and we heard you when you said the report is too long to print on one piece of paper. So now you can choose which sections of the report you want to display simply by choosing one of the following parameters:

• Detailed shows club total and staff totals for each club on the report
• Summary shows Club totals only
• Lead Owner ranked shows all the staff across all the clubs (or a total organization) in the report ranked by Total Sales (does not show club totals)

Example 1: The Club Activity Report with Total Columns, Make Sale, and Detailed to show staff

Example 2: The Multi-Club Activity Report ranked by Lead Owner
2.2 Auto-Logout

We have noticed that a lot of users leave their InTouch application open all the time and never log out. We are going to keep your data secure by logging you out automatically after 2 hours of not using the InTouch Follow-Up application.

Don't worry, you won't be logged out if you have used the application recently (we know it’s super annoying to have to keep logging in), but if you went home and forgot to log out, well, now we will log you out .

2.3 InTouch Connector Log time stamp now shows in local time: COMING APRIL 1st!

This enhancement is for clubs on the InTouch Connector for integration with one of our partnering Club Management Systems.

If you’ve looked at the Connector Log before and tried to convert UTC time to local time, you know the headache it can be! No more! The Connector Log timestamps will now be displayed in the club’s local time instead. Don’t forget, your lead history timestamps are displayed in your computer’s time setting, so keep that in mind if the club you are looking at is in a different time zone than your computer.

2.4 New Language added - Brazil (Portuguese)

A special thanks to our new Brazilian organization, Bio Ritmo, for their help in translating the InTouch Follow-Up application into Brazilian Portuguese!

3. Resolved Issues

3.1 Fixed the double vertical scroll bar in What's Happening messages
3.2 Trial lead trial dates now appear in InTouch Connector log

4. New Features- Coming Soon- SIGN UP NOW

Please note that the following features will be available from APRIL 1st 2013 to US customers only. These features will only be available to customers who upgrade to text message bundles via our online payment service (see 4.5 below).

4.1  Text Message Conversations 1-1

Start a conversation via text with your leads and members within your InTouch Follow-Up application! Previously, if InTouch Follow-Up sent an appointment reminder and your lead responded asking to reschedule you would have to call the lead back to respond. Now, in the Messages tab, you can send an individual text (or reply) to any lead or member. 

How it works:

First, your club needs to have the Text Features enabled (Refer to Section 4.5). Once features are enabled, anyone with with a permission to view text messages will, by default, have the ability to respond. See below on how to adjust permissions to read only.

1-1 Text Message Permissions

1. Go to Admin>Permissions (if you don't have the Permissions tab, your club administrator will need to make this change for you).
2. Find the appropriate permission/role at club and click Edit
3. Change Text Messaging Rights to the desired ability and Save. Users will need to log out and back in for this to take effect.

To Send a Text Message

1. Find the lead or member you wish to text

2. Click on the lead’s name

3. Go to Messages

4. Type your message in the box at the bottom

5. Click Send

4.2 Broadcast SMS Messages (aka Text Blasting)

All US sites now have the ability to send broadcast messages via text.It’s quick, it’s easy, you can choose what date and time you want it to send, and you can even filter by when leads were created, trial dates, etc. So, for example, you could text a special offer to everyone currently on a trial this week.

How it works:

(First, your club needs to have the TEXT Features enabled – Refer to Section 4.5)

1. Go to the Follow-Up tab

2. Select the group to which you want to send your text e.g. Membership Leads who have NOT VISITED or PT LEADS who are INTERESTED (Hint: OTHER has ALL interested leads together in one group)

3. Find the Text option (i.e.: Text All Interested Leads that have Not Visited the club)

4. Click Edit

5. Enter your message. Merge field options are on the right.

   We've provided some example content for each broadcast text group, but we highly recommend that you review this and revise it to suit your marketing style!

6. Select your date range filter. Each lifecycle group will show a different filter (i.e.: When leads were created, or when a lead was on a trial, etc)

7. Select when to send it (Texts will send within approximately 90 minutes from now or within 90 minutes of the Date/Time you select)

8. Save

You’ll be shown the number of text messages that will be sent under the Date Range Filter and again when you click Save. This count will be deducted from your pre-paid text bundle or added to your text message charges if you have exceeded your bundle allowance.

 Here's an example:

4.3 Unsubscribe Options for Text, Email and Phone Calls

Some leads and members don’t want to (or can’t) receive text messages or your emails so they need a way to opt out of receiving them. There are now several ways leads and members can opt out of receiving emails and/or text messages as follows:

• Contact Preferences for each Lead and Member

Use this if a customer calls you and asks you to remove them from your contact list. Each lead and member now has a new tab labeled Preferences where you can select how the lead does or does not wish to be contacted. You can also unsubscribe someone from Text Messages on the Messages tab.

• Updated Email Unsubscribe link

All emails that are sent out through InTouch Follow Up have an Unsubscribe link at the very bottom so users can unsubscribe themselves. This link has been updated to show the following options for all communication methods:

• Opt-Out by Text Message Reply

Users can opt themselves out without contacting you so they stop receiving text messages. They simply respond to a text with the words “STOP” or “UNSUBSCRIBE”. This method will automatically update the lead or member’s Contact Preferences to stop all text messages. To begin receiving text messages again, they can reply again with “START” or “SUBSCRIBE”. HELP is a standard message that will send a reply message to the lead/member giving instructions on how to unsubscribe via text. 

4.4 Text Messages Count Report

Keep track of your club’s text message usage in the Text Messages Count Report.

Outgoing Messages

• Appointment Alert: The number of text messages sent for your appointment reminders (e.g. your Club Tour Text Alert).
• Broadcast: The number of text messages sent for your Text Blasts
• 1-1 Text Conversations (or Ad-hoc): Shows the number of text messages sent for 1-1 text conversations. These could be initiated by staff or replies to leads/members by staff.
• Staff Alert: The number of text messages sent to a staff’s mobile number when a lead or member replies to a text message. Alert notifications can be sent by Text, Email or just by using the notification icon within your application. Settings are located in Admin>Club in the bottom right. This is an existing feature whose default setting is OFF.
• Auto-Responses: The number of responses sent automatically to incoming new text leads plus the number of responses sent to subscription command texts received from your customers.

Incoming Messages

• Incoming Lead: This is linked to your Text-In number and shows the number of new leads that texted their name to your Text-In number

• Reply to Outbound: The number of texts to which a lead or member replied. For example, it includes when someone replies to an Appointment Alert, a Text Blast or a 1-1 Text Conversation.

• Subscription Command: This shows the number of incoming texts received for leads that enter the STOP, UNSUBSCRIBE, START, SUBSCRIBE or HELP commands.

Total

The total number of text messages to be charged to your club or deducted from your pre-purchased text bundle

To access this report:

1. Go to Reports>Live Reports

2. Scroll to the bottom for the Text Messages Count Report

3. Click Get Report

4. Enter in the date range you wish to view for when texts were sent and/or received

5. Click Get Report

4.5 Online Payment Service for Text Message Marketing

Text message marketing is available as an add-on service for InTouch Follow-Up customers. We are launching an online payment service to assist with purchasing your text messages. After analyzing customer text usage and predicted future usage of the new features, we are now offering bundles to cater to the majority of text message users.

Text message features are enabled when you pay for a text bundle each month (and will be disabled if payment is declined).

To get you started we have already sent or will shortly send you an invoice for your first bundle for each of your clubs, simply click the link to sign up for your online payment account and pay via credit card.

Please have your club’s account or billing manager follow the instructions on their monthly invoice to set up an account and purchase your desired text package. Please contact billing@intouchfollowup.com if you have any questions about how to pay for your text messaging.

4.6 Text Usage Alert

To help you keep track of your club's Text Message usage, we've added an automated alert that can email you when your club is approaching 80% of its monthly text message bundle allowance. 

Anyone that is listed with a permission of Administrator will automatically be added to this email alert when your club has the Text Features enabled (Refer to Section 4.5). We recommend you whitelist or add "donotreply@intouchfollowup.com" as a contact so this alert doesn't go to a spam filter.

To view or change who receives this alert:

1. Go to Reports > Email Reports
2. Find the Text Usage Alert and click Get Report
3. Anyone on the right is currently subscribed to this alert and all other staff will be on the left. To add someone, click the green + icon next to the staff's name on the left side. To remove someone, click the trash can icon next to the staff's name on the right side.
4. Save