An easy and quick way to help your staff and clients get more leads for you!!!
Now you can have referral options where prospective clients add their info, and everything stays in the system 😎😎😎
Go to your Left Menu and then click the Referral Management tab.
Steps
Create a Key Code to link the information page to the gym, staff member, or client
You can assign the key code for the gym as many times as you'd like; for the staff or the client, you can only link them once.
2. Create your unique Key Token and save it
3. You can also create the Referral Workflow Plan
Add the name and associate the workflow to a Lead Source.
4. Customize your form view
Form title and short message explaining the form.
In case you want to add a promo video, you can add the video ID (At the end of the link).
Required fields.
5. Choose the actions after a contact opt-in
Link a page to send the contact after they opt in; it can be FB, checkout pages, landing pages, external links, or Fit Pro Tracker Forms.
Customize an SMS or Email to be sent out to the contact.
You can add the contact to the campaign, to a tag, or you can assign the contact to a Staff Member
6. You can send your staff or clients an email explaining referrals
You can load an example template and edit that, or you can create a completely new email explaining the process for the referrals
7. Remember to save the referral:
8. Finally, link the Workflow to the Key Code
There you have it, you can gather possible clients' information and contact them automatically!!! 😎👍