Xplor Growth

Automations are one of Xplor Growth's most powerful features! Learn more about how they work and how to set one up.

Xplor Growth 101: What are automations?

Lauren Everett

Jason Wiese

Deirdre Horan

Communicate with your clients and prospects with targeted email and SMS campaigns

Automations

The entry rule of an automation determines who will qualify to enter the campaign and receive your message.

What are automation entry rules?

How to set the entry rules for a marketing automation in Xplor Growth

Which entry rules should I select for my automation?

The Goals should align with the business objective of the automation. This determines what action the client takes to leave the automation.

What are automation goals?

What message(s) will you send to your target audience?

What are auto-messages and how do I set them up?

How to determine when you want your auto-message or auto-action to be sent or created.

What are the timing options for automation messages and auto-actions?

Auto-actions help you and your team stay organized and efficient.

What are auto-actions and how do I set them up?

How do I set my automation live?

Common Mistakes when creating automations

What are some common mistakes when creating automations?

Building an Automation

How can I organize my automations into groups?

How to make edits to an entry rule or goal after starting an automation

How do I edit an existing automation?

How to make copies of automations you have already created.

How do I copy an automation?

Updating the names of automations, emails, segments and more is easy in Xplor Growth!

How do I rename an email, segment or automation?

Learn about the key insights your automation provides.

How do I view the performance of an automation?

How do I archive/unarchive an automation?

How do I remove contacts from an Automation?

Andy Swansburg

Seanalee Greenough

Automation Management

Carmen Rachelle

Emily Slaneff

Common Automation Examples

New Lead Nurture

New Profile, No Purchase

How to set up lead nurture automations to encourage new leads to book a class or make a purchase

Lead Nurture Automations

How to set up an automated email and/or SMS to go to clients the day before their first class.

First Timer - Made First Reservation, What to Know

First Class Follow Up

Single Class (First Visit), Upsell to Intro Offer

How to set up first class automations to target new clients in Xplor Growth

New Client Automations

New Member Welcome Series

Happy Birthday

Celebrate your members' success with personalized celebrations at milestone visits!

Milestones

100th Visit Milestone

If my studio has two class types, can I set up milestone automations based on the class type vs the total number of classes?

Try these automations to recognize and celebrate your loyal members and clients

Member Recognition & Milestone Automations

Upsell Credit Package to a Membership

You can use three key conditions to target ClassPass clients in automations or segments

Targeting ClassPass Clients

Intro Upsell to Membership

30-Day Win Back (We Miss You)

Stephanie Parks

Try these automations to encourage your client to take the next step in their journey with your studio

Upsell & Win-back Automations

What to do if you are unable to set your automation to "live".

Why can't I start my automation?

Understanding the 'Skipped' column in your campaign stats.

When are contacts skipped from automations?

Why was my contact entered into an automation?

Know what happens when an automation is Paused

What happens when I "pause" my automation?

Wondering why a certain client didn't enter an automation? Find out some common reasons.

Why didn’t my contact enter the automation?

Are automation entry rules forward-looking only?

Easily add a list of contacts to an automation with the click of a button!

How do I enroll a segment into an automation?

Looking to send an email to someone who isn't in your automation? Here's how!

Can I send a client an automation email if they aren't in the automation?

How do I export contacts enrolled in an automation?

Gabby

FAQs

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

url(https://downloads.intercomcdn.com/i/o/iq56v6nc/595823/19b01085f9a1dad3c1d416e6d8e7/901fc4b997e2176c1a7b6ca5148e149b.png)