Your default win-back email templates, timeframes, and offers are what we call your default buckets.
By default, your buckets are set up to send a win-back email to a client if it has been more that 90, 180, or 365 days since their last visit.
To set up your win-back templates, timeframes, and offers, follow the steps below:
Step 1: Set up your timeframe
Your time frame is the number of days you want to wait since a clients last visit to send him a win-back email
Days since last visit: 45
Step 2: Setting up your win-back email template
Here you will need to set up a template for your win-back emails. This is the email that clients will receive if they were eligible for a win-back offer.
Subject: We miss you! Here’s an offer to return!
Body: Hi [Client Name]
Remember how good you felt after your last class with me? Want to feel that way again?
Step 3: Setting up your win-back offers
Offer Intro/Description: This is the text that appears above the link to your offer
Example: 30 Days for $45
Link Text: This is the the text that the user clicks on to redeem your offer
Example: Click here to redeem
Step 4: Select an offer from pricing options
Note: You need to have set up at least one pricing option in MINDBODY with "FitGrid" in the name.
Step 5: Identify where your client gets routed after they purchase the offer
We suggest putting your website or schedule, for example: yourwebsite.com/thankyou