How automation campaigns are organized (New Clients, Milestones, etc)

The automated email and text message rules are grouped into a few basic sections.

Leads - automated emails and texts to clients that have not yet created an account in your booking platform.

New Clients - automated emails and texts to clients that have created accounts in the booking platform and purchased any introductory offers.

Milestones  - automated emails and texts as clients hit significant milestones (25th, 50th, 99th, 249th, etc).

  • Note: We send automated emails prior to the most significant milestones so clients can know to celebrate the big achievements on their next visit.
  • Note: We will also CC your preferred email address on these automations. This is usually the studio's main email address

Expiring Packages - automated emails and texts to clients that have non-intro offer packages that are running out of credits or expiring soon.

Third Party - automated emails and texts to clients that visit on packages associated with third parties like Groupon and ClassPass.

Post Purchase - automated emails and texts to clients who have just purchased a specific pricing option.

Lapsed Clients - automated emails and texts to clients whose packages have lapsed and have not been back in the studio in a certain amount of time (14 days, 30 days, 60 days, etc).

  • Typically, these emails will include an incentive for clients to come back in, e.g. a reduced price 10-pack of classes.

Waitlist - automated email and text when a client is moved off a waitlist and into a class. 

  • Note: Currently only available for studios using Mindbody.

Class Messaging - message clients before or after online classes

  • Note: you must have this as a part of your Loyalsnap subscription. If you do not, please email the Account Management team.

Other - miscellaneous automated emails and text messages

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