In the dynamic world of fitness marketing, understanding where your leads and clients stand in their journey can significantly enhance engagement and conversion strategies. LeadDec offers powerful tools to trace the path of your clients within your automated systems, providing you with valuable insights into their current status and past interactions. Here's a step-by-step guide on how to utilize this feature effectively.
Navigating to Client Records
Accessing the Contact Section: Begin by logging into your LeadDec account. Once in the dashboard, navigate to the 'Contact' section, where all your client information is stored.
Utilizing More Filters: In the upper right corner of the Contact section, you'll find the 'More Filters' button. This feature allows you to refine your search and locate specific groups of clients based on tags or other criteria.
Applying Tag Filters: For detailed searches, use the 'Tag' filter. Choose 'Select Tag' and pick a tag relevant to your query (e.g., "1£ 4th of May, 2022"). Apply the filter to narrow down your search results to a specific client group.
Analyzing Client Automation History
Selecting a Client: From your filtered list, choose a client to inspect. For illustration, let's say you pick "Julian Andrews." Clicking on their name will take you to their detailed profile.
Exploring Campaigns and Flows: Scroll down to the 'Campaigns and Flows' section found on the left side. This area reveals all the automations and workflows associated with the selected client.
Understanding Status Indicators: By expanding the 'Campaigns and Flows' section, you can observe the status of each client in your automations. An 'Active' status indicates current participation, while a list of past workflows showcases the client's history with your marketing efforts.
If a client is not currently active in any automation but is eligible, you will be presented with an option to add them to a suitable workflow directly from their profile.
Conclusion
Gleaning insights into your clients' interactions and positions in your automated workflows is pivotal for tailoring communication strategies that resonate and convert. LeadDec simplifies this process, allowing you to access comprehensive histories and statuses of client engagement with ease.
Should you encounter any challenges or have questions about tracking client progress through automations and workflows, do not hesitate to contact our support team. We are dedicated to ensuring you leverage LeadDec's full potential to grow and manage your fitness business effectively.
This capability not only saves you time but also empowers you to make data-driven decisions to enhance client engagement and capitalize on opportunities, keeping your fitness venture at the forefront of efficiency and growth.