Replies with their context
The customer’s reply stays alongside the booking or request it concerns.
Campaigns
Build campaigns to attract prospects and engage customers
Campaigns connected to your customer activity
A campaign combines an audience, messages and rules for timing and follow-up. It can introduce your offer to prospects, welcome new customers or encourage another booking. Customer information and recorded actions provide the context for each next message.
Follow the customer journey beyond the first message
Recipient responses stay connected to bookings, participation and renewals. In this club example, a welcome campaign leads new members toward their first session, with follow-up actions for the team.
Progress through the campaign
Compare the people contacted, links clicked, and bookings made during the campaign.
One recipient’s message history
Sent messages and recipient actions show how the campaign sequence unfolded.
Connect bookings to attendance
Check whether the people who booked through the campaign actually attended.
Follow up before renewal
Identify memberships approaching expiry and see which customers have received reminders.
Use customer responses to organize the next action
Replies retain the context of the campaign and customer activity. Results are available to the assistant, and personal follow-up tasks complement the next messages scheduled under your rules.
Ask about campaign results
Get a summary using the campaign data and the related bookings.
Assign a personal follow-up
Create a call task when a customer needs help beyond the automated messages.
Plan the next message
Schedule the next contact using the customer’s activity and your campaign rules.
Review recipients needing attention
Find people who have not responded and decide how to follow up.
Connect marketing messages to customer activity
Keep replies, bookings, and follow-up tasks linked to the same campaign.
Send email campaigns and follow engagement
Opens, clicks and replies show engagement with email sequences for prospects or customers. That activity provides the basis for deciding who receives a reminder and when.
Email activity
See when each message was sent, opened, and clicked by the recipient.
Review suggested follow-ups
Check proposed reminders and send times before applying them to the campaign.
Use SMS for timely offers and reminders
Short messages suit an upcoming session or a newly available appointment. Messaging preferences and the resulting booking stay with the customer, providing context for the offer and its outcome.
Offer a newly available place
Contact the waiting list by SMS when a booking is cancelled.
Messaging preferences and results
Review messaging preferences and see whether the customer booked after the offer.
Connect a message to the action it prompts
Follow the SMS offer and resulting booking on the customer’s record.
Plan social posts using your business content
Events, results and offers in your workspace can provide the content for social posts. Proposed wording and publication times remain available for review before scheduling.
Business information for your posts
Prepare a tournament update using the latest standings recorded by the club.
Choose when to publish
Review posting options and schedule the update at the most relevant time.
How teams organize campaigns and follow-up
Connect messages to the actions you want customers and prospects to take.
Manage acquisition and customer follow-up together
Build campaigns for new prospects, first purchases, repeat visits, and renewals.
Questions and answers
No. Campaigns can introduce an offer to prospects as well as welcome, engage or retain customers. The selected audience and follow-up rules depend on the campaign’s objective.
Explore a campaign for your audience
Bring an acquisition or customer follow-up idea to a 30-minute demo. Define the audience, messages, timing, and results to track.
