Sales, marketing & retention
Leads, campaigns, referrals and keeping members engaged.
11 articles
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Celebrating member milestones with Smart Workflows
Automatically recognise key member moments, using birthdays as an example, with guidance on setting up your own milestone workflows.
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Chasing overdue payments with Smart Workflows
Use the Payment Chaser workflow to automatically send escalating reminders when a member's payment is missed or late.
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How do condition steps work in a Smart Workflow?
What a Condition step checks in a Smart Workflow, what Yes and No do, and the conditions you can choose.
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Nurturing leads with Smart Workflows
Use the Prospect Nurture workflow to automatically follow up with new prospects and encourage them to join your gym.
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Onboarding new members with Smart Workflows
Use the Welcome Series workflow to automatically guide new members through their first two weeks with a sequence of timely emails.
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Sending renewal reminders with Smart Workflows
Automatically remind members before their membership expires and follow up afterwards to encourage them to renew.
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Setting up and using the Sales Funnel
Track prospects from first enquiry to signed-up member, and automate follow-ups as they move through your funnel stages.
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Setting up Referrals
Reward members who refer friends and family, with rewards applied automatically when a referred member joins.
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Smart Workflow templates: what's available and when to use them
A guide to every Smart Workflows template in ClubRight and when to use each one to get the best results.
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Spotting members at risk with the Smart Retention Tool
Set up alerts that flag members who haven't visited recently, so your team can re-engage them before they cancel.
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Winning back lapsed members with Smart Workflows
Automatically re-engage members who have stopped visiting, with a personalised sequence that prompts them to return.