We know that enhanced reporting is something that our clients have been asking for. Not only is reporting important for your bottom line, it is also extremely useful in your day-to-day studio operations. Dynamic Client Lists will provide deeper insight and transparency into your client lifecycle, allowing you to focus more on what matters: building relationships to convert leads to members! You also now have the option to export your Dynamic Client Lists, allowing you to take the valuable insights within Loyalsnap - anywhere!
While your Client Management Dashboard is a perfect way for you to keep track of your daily outreach list of clients, many of our clients have been asking for a feature that will allow them to create their own lists of clients based on criteria they choose. This is exactly what the Dynamic Client Lists feature will allow you to do!
You will now be able to segment different lists of your clients based on specific conditions that you define. You can view these lists and export them to help with your important studio reporting needs!
Simply navigate to your Client Lists Tab to get started!
Create a New List
Navigate to the Client Lists page and click on the Dynamic Client Lists tab
Click Start your dynamic list +
Name your list and click Continue
Click + add conditions and select a preset group from the dropdown or custom to choose your own conditions
Once you’ve finished selecting your conditions click Save
- The total number of users in the list is displayed next to the list name on the right
- The list of users who fit the conditions will now populate in the dynamic list
Perform a list action by clicking on an icon in the top right corner of the list header.
- Search: Search the list for specific clients
- Export: Export the list to a .csv
- Edit: Edit the conditions of a list
- Delete: Delete the list
You can create your own lists based on criteria that is helpful to you. A few of our favorite ideas for useful Dynamic Client Lists are: Milestones, Expiring Trials, Studio Challenges, and Class Pack clients!
📍A few things to remember📍
- Dynamic Client Lists will show the client's first name, last name, email, phone, created date, current package, current contract, and total visits
- The total number of clients in a list is displayed next to the list name on the right
- The list updates every 12 hours or when a condition is updated
- You can export the list to a .csv file
We hope you enjoy using the Dynamic Client Lists feature! As always, if you have any questions at all, you can always reach us at firstname.lastname@example.org!