Amplify is our custom-built Customer Engagement Platform that increases conversion and accelerates growth, driving more revenue for fitness businesses of any size, anywhere. Learn more here
As part of Amplify, you can now use the New Leads & New Clients automated workflow, minimising your workload and helping you convert more of your newly registered leads and onboard your new clients with timely and consistent messaging!
New Leads Workflow
To access this workflow, you can go to Connect > Messages tab. Here you’ll see “New leads” at the top of the Messages list, alongside an Amplify tag to easily identify it. From here you can activate the flow and it will automatically use our pre-defined template to send messages, which contains a sequence of emails sent on Days 1, 3, 7, 14, and 30 after a new lead is registered.
To customise the messages in this workflow, you must first click on it. From there, you will see:
- Flow Start rule: the workflow targets any new lead that is registered in the system
- Flow Stop rule: the workflow stops targeting any new lead as soon as they make their first service purchase (e.g. a membership or credit pack).
- If a lead never makes their first service purchase, they’ll receive the workflow’s messages until the last message set up (in the example below, a Day 30 email).
- The sequence of messages set up
- The "Add message" button, allowing you to add new emails, SMS, and push notifications to the sequence of messages
You can then click on each individual message and edit its content accordingly.
Please Note
- This will only apply to new leads after this flow has been switched on.
- This will not apply to members who have been imported after a migration.
- Day 1 refers to the day after the lead has registered.
- The Flow Stop rule will stop for paid purchases. If the lead selects a free trial, they will stay in the lead workflow.
New Clients Workflow
To access the workflow, you can go to Connect > Messages tab. There you’ll see “New clients” on the Messages list, alongside an Amplify tag to easily identify it. From here you can activate the flow and it will automatically use our pre-defined template to send messages, which contains a sequence of emails sent on Days 1, 30, 60, and 90 after a new client is registered.
To customise the messages in this workflow, you must first click on it. From there, you will see:
- Flow Start rule: the workflow targets any new lead after they purchase their first service
- The sequence of messages set up
- The "Add message" button, allowing you to add new emails, SMS, and push notifications to the sequence of messages
You can then click on each individual message and edit its content accordingly.
New Leads Reporting
Giving you easy visibility on Amplify’s automated New Leads workflow, you can now easily track:
- How many leads were targeted
- Which leads were targeted, including the last contact they received
- How many messages were automated, including their breakdown across email and SMS, plus how those vary across the continuous workflow messages
To access the New Leads’ workflow report:
- Go to Connect > Messages
- Open the “New Leads” workflow
- Switch from the “Workflow” to the “Insights” tab
If you have any issues with the above, please contact our Support team.