Follow the steps below to set up your Win-backs and get your missing clients back in class. If a client is eligible for a win-back email they will receive it from the instructor they visited the most. 

Set your Win-back Instructors

Select which instructors you want your win-back emails to come from.

  • Select all instructors you wish to send Win-back messages from

  • Click on Save and Continue to go to the next step.

Set your Default Sender

If the instructor that the client has visited the most is not enabled to send a win-back email or has not customized their email templates, the win-back emails will be sent from a default sender.

Step one: Fill in the required fields

  • Display name of default sender: Write the name of the instructor you want to display as the fallback sender in win-back emails.

    • Example: Julie at FitGrid

  • Sender Email: Write the email of the instructor you want to display as the fallback sender.

Example: fallbackguy@fitgrid.com

Step two: Click Save and Continue to move to the next step.

Setting Up Your Win-back Templates, Timeframes, and Offers

Your default win-back email templates, timeframes, and offers are what we call your default buckets. By default, your buckets are set up to send a win-back email to a client if it has been more that 90, 180, or 365 days since their last visit.

To set up your win-back templates, timeframes, and offers, follow the steps below:

Step 1: Set up your timeframe

Your time frame is the number of days you want to wait since a clients last visit to send him a win-back email

Days since last visit: 45

Step 2: Setting up your win-back email template

Here you will need to set up a template for your win-back emails. This is the email that clients will receive if they were eligible for a win-back offer.

Subject: We miss you! Here’s an offer to return!

Body: Hi [Client Name]

Remember how good you felt after your last class with me? Want to feel that way again?

Step 3: Setting up your win-back offers

Offer Intro/Description: This is the text that appears above the link to your offer

  • Example: 30 Days for $45

Link Text: This is the the text that the user clicks on to redeem your offer

  • Example: Click here to redeem

Step 4: Select an offer from pricing options

Note: You need to have set up at least one pricing option in MINDBODY with "FitGrid" in the name.

Step 5: Identify where your client gets routed after they purchase the offer

We suggest putting your website or schedule, for example: yourwebsite.com/thankyou

Activating Your Win-back Emails

Now that you've set-up your default templates, timeframes, and offers, it's time to activate those win-back emails!

Click on Activate and you will be all set!

For more information, review the articles below:

  1. Learn more about Win-backs in our Feature Overview.

  2. Learn some limitations and considerations of using FitGrid's Win-backs feature

💬 If you have questions or want assistance with set-up, chat us from within your FitGrid dashboard.

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