Once leads have been moved, they will follow the cadence and scripts that have been defined for the ‘Lead - Remarketing’ follow up status. When the process is complete, you will receive a confirmation email.Once you have confirmed that the location and the employees selected are correct, click ‘Move Leads’.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.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.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.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.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’.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.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.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.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.Leads will be treated differently based on their follow-up status. This will be the date range used to determine which leads are moved into the new follow-up status. Select the remarketing date range, this will most commonly be the dates that the club or location was closed.
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.If you do not see this section, please reach out to your Account Manager.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’.Navigate to My Club > Follow Up Settings.To run this process for your Club or Location, do the following:
#Anytime fitness membership agreement update
As stated above, if you need to update schedule from the current default, please contact the Help Desk. Note: It is important to ensure that your desired schedule and scripts are configured correctly prior to running the Lead Remarketing process. 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.
Move Leads into the Lead - Remarketing StatusĬlub 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. This threshold can be changed from My Club > Follow Up Settings > Settings. This status has a threshold that determines when an active member should move into the Agreement-Ending follow-up status. If the agreement does not have an end date, the member will not fall into this 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. Member - Agreement Ending Follow Up Status As always, if you need to make a change to your follow up schedule, please reach out to the Club OS Help Desk at Club Admins will be able to make any necessary changes to their Follow Up Scripts as needed. Anytime Fitness has provided a default schedule and a few default scripts for these statuses.
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