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.
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:
Learn more about Win-backs in our Feature Overview.
💬 If you have questions or want assistance with set-up, chat us from within your FitGrid dashboard.