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Auto-Campaign Example: New Client 30 Day Intro
Vicky Vasso avatar
Written by Vicky Vasso
Updated over 2 years ago

Campaign Purpose: This campaign is designed to give all of your customers the chance to be successful by being reminded to come as much as possible. This campaign also makes sure they ultimately convert from your intro offer with a focus on joining a membership.

Entry Rule

Mariana Tek

MBO

Made a Purchase - specify your 30-day intro offer

AND

Number of Visits - 1 visit, within the last 1 day, Payment Option = 30-day intro offer

Purchased a Service - specify your 30-day intro offer

AND

Number of Visits - 1 visit, within the last 1 day, Payment Option = 30-day intro offer

Goals

Mariana Tek

MBO

Has a Membership

Joins a membership for the first time

Starts a Credit Package

Has an active Class Package

Auto-Messages

Welcome! Book again

Time Delay: 1 Day

🚩Red Flag

Get on the schedule! (No visits or future reservations)

Time Delay with Rule: 7 Days - No visits since first visit and no future reservations

Two week check-in

Time Delay: 14 Days

🚩Red Flag

Make sure to get the most out of your intro offer (1 visit since first & no future reservations)

Time Delay with Rule: 17 Days - Less than 2 visits and no future reservations

Introduce next steps after intro offer

Time Delay with Rule: 22 Days - More than 1 visit since first

Trial is expiring - Still Membership Focused

Time Delay: 29 Days

30 Days is Up (Did not reach goal)

⚠️Did not convert

⚠️Did not convert

Membership (6+ Visits since First Visit)

Class Pack (0-5 Visits since First Visit)

Time Delay with Rule: 33 Days - More than 6 visits after first visit

Time Delay with Rule: 33 Days - 0-5 visits after first visit

⚠️Did not convert

⚠️Did not convert

Resend Day 33 if not opened

Resend Day 33 if not opened

Time Delay with Rule: 37 Days - Did not interact with email

Time Delay with Rule: 37 Days - Did not interact with email

⚠️Did not convert

Special Offer with Promocode

Time Delay with Rule: 44 Days

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