Tasks and Phone Call Reminders allow you to easily and automatically assign to-dos to you and your team. The configuration for Tasks and Phone Call Reminder is the same.

For example, if you have an auto-campaign designed to target clients when they are approaching their 100th visit, you could include a task to place a congratulatory note on their reserved station ahead of class. The task can be assigned to your staff to create the note.

To add a Task, scroll to the last section of your auto-campaign, Auto-Actions.

Click Add an auto-action > select Task.

Name your task > click Create.

You will first need to determine when you want the task to be created. Whenever adding an auto-action to an auto-campaign, you will be presented with three timing options - more details here.

You'll next need to determine the content of the task or phone call reminder. Name the task to summarize the task at hand for your team. You can also include helpful information, or even scripts, in the Task Note section.

Assigning the task or phone call reminder to a certain team member is optional, but it can be helpful to ensure your team stays efficient and organized.

You will be able to assign the task or phone call reminder to an individual team member or a certain user group of team members that you've created in the system.

Once you've set the timing, content, and optional assignment, click Save and Continue.

To turn the auto-action on, click the green Set Live button at the top right. If the Set Live button is greyed out, you likely need to re-save your timing or have missed a step in setup.

Every time a contact in this campaign qualifies to have this task created for them, a task will automatically be generated on the team's calendar. If you have chosen to assign the task to a certain team member or user group, they will show as the assignee of this task on the calendar and will receive any relevant notifications.

Tags are used to identify and categorize contacts. They can be especially helpful when trying to group a specific segment of contacts based on data that isn't being captured and/or your booking software.

You will always have the option to manually assign contacts certain tags, but setting up a tag auto-action in an auto-campaign will allow you to automatically tag clients in the campaign.

For example, let's say you have an auto-campaign designed to target new leads. Your studio wants to keep track of these clients using a tag. To accomplish this, you could easily include an auto-tag in your New Lead auto-campaign to automatically assign a tag to these clients when they enter the campaign as a new lead.

To add an auto-task, scroll to the last section of your auto-campaign, Auto-Actions.

Click Add an auto-action > select Tag.

Name your tag > click Create.

You will first need to determine when you want the tag to be created. Whenever adding an auto-action to an auto-campaign, you will be presented with three timing options - more on these here.

Next, select whether you want to Add or Remove a tag. Once you make your selection, select the tag you'd like to add or remove from the dropdown > click Save.

When you are ready to turn the auto-tag on, go ahead and click the green Set Live button in the top-right. If the Set Live button is greyed out, you likely need to re-save your timing or have missed a step in setup.

Now, any time someone enters your New Lead campaign, they will be assigned this New Lead tag.
​
After you've set up your Auto-Actions, your auto-campaign is ready to be set live. Click here to learn how to set it as active.