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

Andy Swansburg

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?

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?

Common Mistakes when creating automations

What are some common mistakes when creating automations?

Building an Automation

How can I organize my automations into groups?

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?

Do Not Disturb lets you pause an automation for a contact.

What is Do Not Disturb?

The All Time time frame for the Number of Visits condition uses a rolling two-year lookback window for Mariana Tek integrations.

How does the "All Time" time frame work for the Number of Visits automation condition?

Automation Management

How do I create a complimentary credit automation?

Emily Huddle

Emily Slaneff

Common Automation Examples

New Lead Nurture

New profile, no purchases automation overview

How do I create an automation for a new profile created with no purchases?

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?

Seanalee Greenough

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)

Chris Lyon

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

Upsell & Win-back Automations

Understanding the 'Skipped' column in your campaign stats.

When are contacts skipped from automations?

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?

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?

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