Step 1: Go to your Fit Pro Tracker account and look for the Campaigns option on your left.
Step 2: Select "Campaign Management"
Here you can create a new campaign, clone an existing one from the code or import using a code from another fitness facility.
Important Note: Owners and staff must ensure the proper configuration of actions in the imported campaign that includes a form link or document. This entails selecting the appropriate form or digital document for inclusion.
Step 3: Give your campaign a name and description, to help your staff follow your campaign.
To better organize your campaigns and filter accordingly, you can now designate your campaigns in two different categories: “Opt-in” and “General”. A “General” campaign is the default and it's the same for every person. The “Opt-in” campaign is unique for everyone in the campaign based on when they opted in.
Step 4: Start your campaign by clicking on the "+" sign.
Step 5: Remember to set a name for each activity, here you can choose the action (SMS, email, Sly Dial, or Follow-Up Task), and you can also choose the time setting in which each activity will be carried.
It is important to click on Submit or Update once you finish creating the campaign.
Pay attention to the line on top of each activity, if the line is red it means the activity is missing information such as the activity title, the time set up, the content you want to send, etc. The system won't let you submit your campaign if you still have a lacking field/s to fill in.
If the line is blue, you have all the info you need to continue with the next activity or submit the campaign.
If you need to eliminate an activity, you can click on the delete option
Once you have all the activities set up, you can submit the campaign
After submitting the campaign, you will be redirected to the Edit campaign page and see the Cancel Campaign option at the bottom part of the campaign builder.
If the toggle button for the Cancel Campaign Option has been turned on, the system will automatically take the contact out of the campaign once they respond to any of your messages. Please note that this option is only available in preview mode so you need to build your campaign first to edit the options for this.
The Cancel Campaign Option can be configured to include rules that will be applied to contacts once they are removed from the campaign. Simply click the Configure button and set the following options:
Add a tag to a contact
Change Contact to Prosper Group
Assign Contact to a staff member
Utilizing the Configuration Rules can help improve the efficiency of your campaign.