Xplor Mariana Tek

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Borrow a proven playbook. Automation examples for new customers, leads, members, upsells, and win-backs.

Common Automation Examples

How to set up an automated email and/or SMS to go to clients the day before their first class.

How do I set up an automation for the day before a client’s first class?

Learn how to set up a First Class Follow-Up automation in Xplor Growth to engage clients after they complete their first visit.

How do I set up an automation to follow up after a client's first class?

Nurture first-time single-class visitors for up to 21 days with emails, texts, and tasks that upsell an intro offer.

Single Class (First Visit), Upsell to Intro Offer

Set up an automation that gives customers a complimentary credit using a discount, a promotional tag, and a landing page.

How do I create a complimentary credit automation?

Roll out the welcome mat. Examples for first-timers: follow-ups, intro offer upsells, and free credits.

New Client Automations

Nurture new profiles with no purchase for up to seven days, with exit goals for buying, booking, or taking a class.

How do I create an automation for a new profile created with no purchases?

Nurture new web leads for up to 42 days with emails, texts, and a task until they book, join, or buy credits.

New Lead Nurture

Warm up your leads. Examples that nudge new contacts toward their first purchase.

Lead Nurture Automations

Yes. Use the Number of Visits condition to set up milestone automations by class type, instructor, or location.

If my studio has two class types, can I set up milestone automations based on the class type vs the total number of classes?

Set up an automation that celebrates members at milestone visits, such as their 100th class.

Milestones

Celebrate members' 100th visit with an automation that enrolls them at exactly 99 visits and sends two messages.

100th Visit Milestone

Automatically send members and non-members a birthday offer, and see why you need a new automation each year.

Happy Birthday

Welcome new members with seven messages over 60 days, from a first hello to a feedback survey.

New Member Welcome Series

Make members feel seen. Examples for milestones, 100th visits, birthdays, and welcome series.

Member Recognition and Milestone Automations

Intro Upsell to Membership

You can use three key conditions to target ClassPass clients in automations or segments

Targeting ClassPass Clients

30-Day Win Back (We Miss You)

Upsell Credit Package to a Membership

Bring them up, or bring them back. Examples for upsells and win-backs.

Upsell & Win-back Automations

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