Keeping members engaged is essential for long-term retention. XLerate’s churn prevention workflows help you reach out at important moments when a member may be at risk of churning:
- Their membership is about to expire.
- They are running low on credits.
- They have not visited your studio recently.
Each workflow includes a ready-made sequence that you can customise to match your retention strategy.
These workflows are available in Connect > Automations for locations with XLerate access.
As with all workflows, these come with preset sequence to help you get started, and you can fully customize it to your needs.
In this article
Member expiring
The Member expiring workflow helps you contact members before their membership expires.
The workflow targets members who:
- Have an active unlimited membership.
- Those on automatically recurring memberships are automatically excluded, to prevent erroneously targeting them.
- Are approaching their membership expiry date.
- Do not have a consecutive membership scheduled.
- Do not have a future membership scheduled.
When the workflow stops
The workflow stops sending future steps when the member:
- Purchases a new membership.
- Reaches their membership expiry date.
- Cancels their membership.
Credits Left
The Credits left workflow helps you engage members before they use all their available credits.
You can target members based on either:
- Their total credits remaining across all active service credit packs and manually added credits, including manually added credits.
- The credits remaining on a specific plan.
You can create separate workflow variants for different audiences, such as active members or active trials. Each variant can be switched on or off independently.
Days since last visit
The Days since last visit workflow helps you identify and re-engage members who may be becoming less active.
Members who have not visited recently but already have a future booking scheduled are automatically excluded, so you can focus only on those whose engagement is dropping.
You can create separate workflow variants for different audiences, such as:
- Leads
- Active trials
- Active members
- Active members on specific plans
- And many more, among any audience you’ve created by combining available filters Each variant can be switched on or off independently.
Important information
XLerate access is required
Member expiring, Credits left, and Days since last visit workflows are only available to locations with XLerate access.