Note: These steps are to be completed once you have received your log-in to Marketing Automation. If you are an HQ/Enterprise customer with Child/Franchisee accounts, these steps will need to be completed for every one of your accounts.

Why: Adding Team Members allows you to assign tasks and phone call reminders to those specific Team Members, or groups of Team Members (called User Groups - we’ll cover that in a moment). This could mean members of your marketing team, front desk staff, studio managers, and more!

We recommend that anyone who will be accessing Marketing Automations have their own user account, and by adding them as Team Members now, they will get an invite to set-up their MA access and be ready for when you launch.

When: Now that you have access to your Marketing Automations account, we recommend adding team members (and creating User Groups, if needed) ASAP before your launch.

That way, your team has time to get familiar with MA and you can assign tasks or phone call reminders to them as you’re setting up your account.

How: We walk you through how to add a new Team Member here. If you’d like to group Team Members into User Groups (so you can assign tasks to say, “Front Desk” instead of a specific person), we walk you through that here.

Why: In order to send emails from your Marketing Automations account, you will need to add a Verified Email Address. Your Administrator/Owner account (the first MA account login that we created for you) will automatically be added as a Verified Email Address.

If you would like to have your emails to come from a specific email address, that address needs to be added as a Verified Email Address. You can have more than one Verified Email Address.

The email address you use does NOT need to be added as a Team Member/User inside of MA.

When you receive the confirmation email, login with your own credentials to confirm the email address as a Verified Email Address in your account.

When: We recommended adding your Verified Email Address(es) ASAP before your launch.

How: We walk you through how to add a Verified Email Address here (it takes less than 5 minutes).

Why: When you officially launch on your booking platform, your Marketing Automations account will automatically synchronize all the contacts that live in your booking platform with your MA account.

(Exceptions: MindBody (MBO) & Pike 13 require a separate syncing process – if this applies to you, we will email you specific instructions on how to sync your two accounts together.)

However, if you have a list of contacts that exist outside of your booking software (i.e., in a separate email marketing system, like Mailchimp or Contact Contact), you will need to upload those contacts directly into MA.

If a contact you manually upload happens to already exist in your MA account, MA will automatically recognize this and will not create a duplicate.

When: This is the important part! We recommend that you DO NOT upload your CSV of additional contacts until AFTER your MA account is synced with your booking software.

The reason for this is MA is going to save the most recent information it receives. For example, let’s say you have a contact named Ellen. Ellen is in both your current booking software and in your email marketing software. In your booking platform, she is listed as subscribed to get your marketing emails. In your email marketing software, she is listed as unsubscribed.

Marketing Automation is going to set Ellen’s subscription status to whatever the MOST RECENT information is, so if you upload your CSV from your email marketing software BEFORE you sync with your booking platform, Ellen will be listed as subscribed. However, if you upload your CSV AFTER you sync with your booking platform, she will be listed as unsubscribed.

If your booking platform has the most up-to-date information (in terms of email subscription status), you can upload your CSV BEFORE you sync with your booking platform. If your email marketing software has the most up-to-date information, you should upload your CSV AFTER you sync with your booking platform.

How: Begin by following the steps to format your CSV file here. After that, we walk you through how to upload your CSV file here.

To send SMS messages, you must register the phone number associated with your Marketing Automation / Marketing Edge account using your business registration details. Please follow the steps in this article.