How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

Anytime Fitness Enhancement Update 8/19: Lead-Remarketing and Member-Agreement Ending Statuses Now Available

Follow

Anytime Fitness has provided a default schedule and a few default scripts for these statuses. As always, if you need to make a change to your follow up schedule, please reach out to the Club OS Help Desk at support@club-os.com or 888-619-0609. Club Admins will be able to make any necessary changes to their Follow Up Scripts as needed. 

Member - Agreement Ending Follow Up Status

The member - agreement ending status is now available for all clubs! A member will move into this status so many days before the end date of their membership agreement. If the agreement does not have an end date, the member will not fall into this statusThis status has a threshold that determines when an active member should move into the Agreement-Ending follow-up status. This threshold can be changed from My Club > Follow Up Settings > Settings. 

Move Leads into the Lead - Remarketing Status

Club OS has introduced a new ‘Lead - Remarketing’ follow-up status that allows clubs to retarget leads that may have been missed in the sales process due to a club closure or understaffing.  When the process is run, leads that were created or had activity during the specified time period will be moved into the ‘Lead - Remarketing’ follow-up status. 

Note: It is important to ensure that your desired schedule and scripts are configured correctly prior to running the Lead Remarketing process.  As stated above, if you need to update schedule from the current default, please contact the Help Desk.

 

Screen_Shot_2020-08-19_at_9.52.33_AM.png

 

To run this process for your Club or Location, do the following:

  1. Navigate to My Club > Follow Up Settings 
  2. Club Admins with access to Follow Up Settings and ‘Bulk Move Prospects into Lead Remarketing Status’ will now have a new section available in My Club > Follow Up Settings called ‘Move Leads into Remarketing Status’
    • If you do not see this section, please reach out to your Account Manager
  3. Select the desired location in the dropdown at the top of the page, we recommend running this process for a single location at a time but the process can also be run for the entire club. 
  4. Select the remarketing date range, this will most commonly be the dates that the club or location was closed. This will be the date range used to determine which leads are moved into the new follow-up status.  Leads will be treated differently based on their follow-up status. 
    • Lead: A prospect in the ‘Lead’ follow-up status will be moved to ‘Lead-Remarketing’ if their created date is within the designated remarketing date range.
    • Web Lead: A prospect in the ‘Web Lead’ follow-up status will be moved to ‘Lead-Remarketing’ if their created date is within the designated remarketing date range.
    • Referral: A prospect in the ‘Referral’ follow-up status will not be moved into the ‘Lead-Remarketing’ status in order to maintain the texting restrictions associated with referral prospects.
    • VIP Guest: A prospect in the ‘VIP Guest’ follow-up status will be moved to ‘Lead-Remarketing’ if their created date is within the designated remarketing date range.
    • Appt Booked: Since prospects can only be in this status if they have an active appointment scheduled today or in the future, a prospect in the ‘Appt Booked’ follow-up status will not be moved to ‘Lead-Remarketing’. Prospec 
    • Appt - No Show:  A prospect in the ‘Appt - No Show’ follow-up status will be moved to ‘Lead-Remarketing’ if their event start date is within the designated remarketing date range.
    • Missed Guest: A prospect in the ‘Missed Guest’ follow-up status will be moved to ‘Lead-Remarketing’ if their event start date is within the designated remarketing date range.
    • Active Guest: A prospect in the ‘Active Guest’ follow-up status will be moved to ‘Lead-Remarketing’ if their guest pass start date is within the designated remarketing date range.
    • Expired Guest: A prospect in the ‘Expired Guest’ follow-up status will be moved to ‘Lead-Remarketing’ if their guest pass end date is within the designated remarketing date range.
  5. Once you have confirmed that the location and the employees selected are correct, click ‘Move Leads’
  6. When the process is complete, you will receive a confirmation email.

Once leads have been moved, they will follow the cadence and scripts that have been defined for the ‘Lead - Remarketing’ follow up status.  The schedule will begin on the day they are moved.

For example, if the process is completed on June 1st and the cadence has the first follow up due 2 days after the lead enters the status, the first follow up for leads in the Lead - Remarketing status will be due on June 3rd. 

 

Was this article helpful?
0 out of 0 found this helpful

Comments