How can I target specific clients?

Answer:

We have enabled many ways to reach out to specific people in your contact lists. Through Mindbody integration all of your contacts who have signed in to specific classes and appointments can be targeted individually based on attendance. Coming soon we will also include enrollments and purchases as categories as well. For all other integrations, wifi and manual check-ins there are many ways to target clients based on Labels (manually adding people through either selection or upload of excel files) or Views (based on specific actions automatically). We will discuss these below.


Labels:

Labels can provide you true targeting if you have special people in mind or even by uploading reports from your current CRM under a designated label.

Creating or Adding to a Label by upload:

When you are going through the upload process as detailed here. You will notice on the first screen the opportunity to create a label or add to a label. You do not need to worry about duplication as the system is designed to have the option to add only missing information if there was an update based on matching email address or phone number.



  1.  Use Previous Label - This will add new contacts found in the sheet to an existing label you have created on the system.
  2. Create New Label - This will create a new category that you can select in email or text campaigns



Creating, Adding to, or removing contacts from a Label(manual):


Creating a label:

From the contacts section in Referrizer select Labels > Create new label


In the pop up choose the name for your label and color (which will be visible in any contact lists with the column for labels included) :



Congrats your new label is created! Currently, of course, this will be empty until you add people to it!


Adding contacts to a Label:

First select the people you would like to add. You can select per pages or search and select from the contacts page. Then select the label you would like to add them to from the dropdown. They will automatically be added and you will receive confirmation flash in the bottom right corner.


Removing contacts from a label:

To remove contacts from a label you can just follow the add a person instructions in reverse! Select the person you would like to remove from a label. Then deselect that label from the dropdown. The label list will show all labels that this person is associated with if you uncheck the label it will remove them from it. Easiest is to go to the label you wish to removed people from and select them from there.


Views:

Views are another way to categorize people. unlike labels this is a bit more of an automatic process. You are able to determine certain factors that will cause a person to be included in a view. In example you can use factors such as First Visit within last 2 weeks which would be setup by creating a new view and using first visit date as the deciding factor and in less then say 15 days. There are many options for this and will require your database to be kept current for it to include people correctly.


Creating a new view - 

Step 1: 

Select the views drop-down. You can think of views as the group you are looking at or working with inside the contacts section. These will be available automatically in any campaigns to use as a one-time group or even a trigger.

 

Step 2:

Choose - Create a New View at the very bottom of the drop-down


Step 3: 

When creating a new view you will be given a few options Discussed below the image.

  1.  View Name - Give your view a unique name so that you are able to locate it later
  2. Set as Default - Check if you would like this view to be the primary one when you enter the contacts section. ie the first one shown
  3. Choose Columns and Order - choose the information that you would like shown in the view. All columns available will be shown. You can search by typing in your desired columns.
  4. All Conditions - think of this as the option 'and' the system will verify that all criteria entered here is met. Will not exclude and condition entered in this section.
  5. Any Conditions - think of this as the option for 'or' the system will verify at least one of the conditions entered here is met. It can be 1, some or all of these conditions that will include a person in this view.


Brief Overview of Views (Video):



Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.