Do you ever feel like you have potential customers sign up for an account, and then never hear from them again? These people seem interested enough to connect, but appear to lose all interest and never convert – not a fun feeling!
One way you can step up your interactions with leads and give them the extra push they need is to set up a custom workflow for new sign ups. By combining multiple automations, you can push for that engagement and once they come to your first class, you can make sure to give them the VIP treatment so they keep coming back!
The first step in our workflow is setting up the Welcome Email automation. This automation allows you to send a friendly message to new customers as soon as they sign up for an account 💌
You can use this email to share important details about your studio, location, what to wear/bring, or any studio policies they should know. It’s a great opportunity to help them feel comfortable with their next steps, such as booking a class. (Want step-by-step instructions on setting up these automations? Click here!)
Next, we recommend pairing the Welcome Email with the Assign a New Customer a Specific Pass automation. This automation allows you to automatically assign a pass to new customers when they sign up. This is perfect for offering a “try your first class for free” deal. You can include a message in the welcome email letting them know they have a free pass on their account and can go ahead and reserve a spot in class!
We suggest setting an expiration date for the free pass to create a sense of urgency. Giving new customers a week or two to take advantage of the pass and book a class is your goal here 🙌
In addition to a reminder email when the pass is about to expire, you can also use the Pass Purchased, but No Activity Reminder Email automation to gently remind new customers to book. This automation allows you to create a specific email template to connect with these customers and encourage them to sign up.
When setting up this automation, you can select the free trial pass and set the number of days after “purchasing” the pass that the customer has not attended or booked a class. This email will then be sent to them. You can even create multiple reminder emails based on this one pass. For example, you could set up a solid workflow.
Sample New Customer Workflow Experience
Day 1:
New customer signs up
Their free pass is automatically assigned to them
They receive their welcome email with details about their pass and that it will expire in 14 days.
Day 4:
If the customer did not book or attend a class, they receive your first Pass Purchased, but No Activity Reminder Email based on the 4 day automation you created.
Day 7:
If the customer did not book or attend a class, they receive your second Pass Purchased, but No Activity Reminder Email based on the 7 day automation you created.
Day 9:
If the customer did not book or attend a class, they receive your third Pass Purchased, but No Activity Reminder Email based on the 9 day automation you created.
Day 12:
The customer receives the Pass Ending Soon email based on the pass settings with a 2 day email notification.
Day 15:
If the customer did not book or attend a class, they receive your fourth Pass Purchased, but No Activity Reminder Email based on the 15 day automation you created. Here, you could ask them to reach out to get an extension on their free pass, direct them on how to purchase and book, or offer a discount code.
Are people really going to want to sign up after this many emails?
We know that new customers can feel some intense anxiety about attending their first yoga, dance, or fitness class. We also understand that many others are simply leading busy lives and their plans get interrupted after making an account. That’s why we have created an automation process to help connect with our customers and make the decision easy for them to say YES.
Your goal is to provide all the necessary information for our customers to feel comfortable showing up to their first class. Once a customer takes the action to book or attend their first class, the automation process will end, so plenty of them will only receive a few messages before they have converted to first time attendees!
What plans are automations available on?
All of our current Punchpass plans support automations! There are some limitations on how many automations you can create depending on your plan. Willow plans are allowed 3 automations, Banyan 10 automations, and Redwood can create unlimited.
Questions?
Our team is happy to help you set up this workflow or answer any of your Punchpass questions! Contact us at support@punchpass.com or reach out in the chat on your home page when you log in!
