Customers who are transitioning an existing Xplor Growth account that is linked to the MindBody Online (MBO) booking platform into an Xplor Growth account that is linked to the Mariana Tek booking platform will need to make adjustments to their Auto-Campaign and Segment Rules, editing the old MBO Custom Rule conditions into the new Mariana Tek Custom Rule condition counterparts.
Auto Campaigns:
Auto campaigns will not enroll anyone new once the MBO integration is removed.
Contacts who are enrolled in the pre-existing auto campaigns will receive any remaining communications if the campaign is left in the live state. However, contacts will not hit any of the campaign goals since MBO is no longer integrated.
If you identify a campaign you would like to continue using, you must make a copy and edit the copy with the new MT counterpart conditions.
Segments:
Segments will become 'static lists' once the MBO integration is removed.
For segments you would like to continue to use and update dynamically, you can either create a copy of the segment or edit the existing segment.
If creating a copy of the segment, select the MT condition counterparts to replace the old MBO conditions.
If editing the existing segment, select the MT condition counterparts to replace the old MBO conditions.
BMS SYSTEM-SPECIFIC CONDITIONS
Below is a comparison between the names of the Conditions for Custom Rules listed in MBO and its equivalent in Mariana Tek.
MBO Condition | Mariana Tek Condition |
Purchased a Service | Made a Purchase |
Purchased Retail | Made a Purchase |
Purchase and Visit | Made a Purchase & Number of Visits |
Joins a membership for the first time | Has a Membership |
Milestone Visit | Milestone Visits |
Last Visit - We Miss you | Last Visit |
Number of Visits | Number of Visits |
Visit Behavior | Number of Visits |
First Visit | First Visit |
Expired Membership | Membership Expiration |
Prospect | N/A |
MBO Profile | Home Location |
Contacts Preferred Location | Home Location |
Has a future reservation | Future Reservation |
Has an active Class Package | Starts a Credit Package/Visits Remaining |
Class Package Expired | Credit Package Expiration |
Finished all visits on a Class Package | Finished a Credit Package |
N/A | Membership Cancelled |
N/A | Has a Tag (this means has a MT tag) |
Xplor Growth SPECIFIC CONDITIONS
The following conditions are Xplor Growth specific conditions. As long as landing pages, forms, and tags are not deleted/recreated, these conditions maintain a connection.
For email interactions that point to an email in an auto campaign, ensure the correct email is selected (i.e. not the MBO version of the campaign email, but the new, MT version of the email). The same principle applies to 'is in a Segment.'
As a best practice, ensure any selections in the drill-down options within conditions (i.e. landing page name) are selected before setting your migrated auto campaigns live.
Email Interaction | Email Interaction |
Birthday | Birthday |
Gender | Gender |
Is marked as unsubscribed to emails | Is marked as unsubscribed to emails |
Has a Tag | Has a Tag |
Assigned a Tag | Assigned a Tag |
Contact is in a Segment | Contact is in a Segment |
General Event | General Event |
Abandoned a Landing Page | Abandoned a Landing Page |
Answered a Sign Up Form | Answered a Sign Up Form |
Finished a Landing Page | Finished a Landing Page |
is marked as unsubscribed to SMS | is marked as unsubscribed to SMS |
Answered a Waiver | Answered a Waiver |