What should I expect before my Onboarding Sessions (Basic and Premium Accounts)?

Modified on Wed, 26 Oct 2022 at 02:13 PM

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 from MINDBODY or other 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.

Make sure to know where your contacts are kept and if you do not have an integration please have your contact lists ready for upload for your account manager.

You can segment these in any way that works best for your future campaigns. For example, Active and Past clients that you would like to see again, or any existing potential leads you would like to reach out to as well.

Referrals: Create Referral Offers - Reward customers with money or points. Discount offers to new customers.

Referral offers will allow you to incentivize customers and partners to share your offers with their contacts. If you have offers in mind share these with your onboarding representative.

Loyalty: Customize your 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 set up the types of rewards you want to offer based on the 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.

We understand you may not have this program completely thought out but your Onboarding Representative will be able to provide examples of how other businesses have their program set up. So that you may finalize this by your second onboarding.

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

NOTE: The Second Session will involve creating email and text campaigns and will demonstrate the Referral Process. 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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