Filters in Lead Management are a really powerful way to 

• Target engaged leads with the right message, at the right time, to boost your conversion rate of leads to members
• Focus on certain groups of leads, so you can have a more personal conversation
• Not forget about the leads who you haven't interacted with in a while

 

Don't forget that you can build filters on top of each other and apply multiple filters at the same time to get even targeted, focused and personalized! 

 

Number of Bookings

Grouping leads by how many bookings they've made is a great way to get a targeted list of those who've engaged the most, or the least, so you can have the 

 

 

Maybe you want to filter to see who has more than 5 bookings, as they are the most engaged in their trial, so will be the best people to speak to a membership about

Or perhaps you want to filter to see those who have less than 1 bookings, to reach out to those who registered, but didn't get as far as making their first booking, so you can get them back moving in the right direction.

 

 

Number of Checkins

If an engaged lead for your Studio is one who checks-in a lot via whatever access tracking tool you use (Barcode scanner, Kiosk Search Checkin, Access monitoring from Dashboard...). 

 

 

Last Contact

By filtering to see who you haven't contacted in a while, you can keep the conversation going with those who are new to the Studio and give them the extra attention they need in those early days.

Read more about adding interactions in this article

 

 

 

Date Added

Maybe you want to check in on those who signed up in the past month, or those who created an account during a special promotion that you were running. With the 'Date Added Filter, you can filter leads by those added

 

Lead Source

By filtering by status, you can get a bit more context on where they came from, and how they found out about your Studio. Did they register on the Member app, which would have required them to download the app and allow you to send them a push notification. Or did they sign up on the website integration - maybe coming across the link on your social media or website.

 

 

Current Status

Filtering by Current Status will give you a bit of context of how far leads have gotten in your sales pipeline to date. Perhaps you want to do a re-engagement message every 6 months to those who you marked as Cold leads, or perhaps you want to see how many people you have on a trial at the moment - this filter can help!

 

Learn more about the different Lead Statuses here. 

 

Home Studio

 If your Studio has multiple locations, Lead Management will allow you to filter your lead list, so you can focus on the Leads who have your selected Studio as their Home Studio, so that you can convert them there.  

 

Read a bit more about how to configure roaming, if your Studio has multiple locations here. 

Trial Expiry

 Last, but not least, you have a really powerful filter which allows you to ensure you are having conversations about membership options before those who are on a trial finish their trial, or see who finished their trial, but didn't convert to a member yet, to get them back to the Studio.