Recognizing client referral source or referral type from Club Ready
complete
N
Nicole Giancola-Meehan
"The referral source or referral type (ClubReady seems to use the term interchangeably) adds an extra layer to Lead Type (Or Client Status in Loyalsnap). A great example of where the referral type comes into play is grassroots events. They could be anything from hosting a booth at a community event or festival to hosting a pop-up yoga class on the beach or at a winery." Having the ability to condition automations or dashboard categories based on the type of event (using this referral source data) would be helpful!
A
Amber Lockhart
complete
Static Client Lists are now automatically created for your clients based on their referral source in ClubReady. These static client lists can be used to condition automations and email/SMS Blasts!
Audrey Ryder
100% For our six locations (and hoping to grow) We do need to see Referral
Source
when running tasks. We have special offers and cadences based on Referral Source (ie grassroots events, corporate wellness, etc.). If we cannot see the Referral Source, we don't know who we are talking to without digging thru CR. Lead Type is not nearly as helpful, as it changes when people book etc. and we lose the original type. Thank you!A
Aly Vassilev
Change the lead type in real time (moved to cooled off, update if it's a referral, etc.) without having to shift back over to CR
Nathan Wisdom
YogaSix Bay Area (6 locations) requested this today.