What should I expect before Onboarding Sessions?

Your assigned Account Manager will guide you through your first onboarding session.

Here are the modules you will cover during 1st Onboarding:

Contacts: Import contacts either MINDBODY or other housed integration, Database Uploads via Excel, App or connecting using Zapier by request. The more contacts you add to the database, the better your Referral, Reputation and Loyalty campaigns will work.

Referrals: Create Referral Vouchers (max 4) - Reward customers with ($ or points) Discount offer to new customers. Referral vouchers allow you to incentivize customers and partners to share your offers with their contacts. 

Loyalty: Customize Loyalty Program – Earning points and rewards. A well-thought-out Loyalty Program helps drive repeat visits and purchases to your business. This is where you will setup types of rewards based on number of points, starting from lowest to highest. The more points your customers accumulate over a certain period of time the better the rewards get.

Reputation: Boost Reputation - Connect Google & Yelp. A single window for your complete online reputation management.

NOTE: Second Session will involve creating email and text campaigns and will demonstrate the whole Referral Process. But please feel free to watch the videos when you click on either  email or text campaign modules prior to second onboarding.

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