Intro Offer (Unlimited)

The most common type of introductory offer is either unlimited (1 week, 2 week, 1 month) or credit based (first class free, 3 class pack etc). In this tutorial we’ll focus on the unlimited options. If you’re interested in learning more about how to build an intro offer sequence for a non-unlimited package, please refer to: Intro Offer - Credit

Sequence Goal

There are a few goals we should consider when designing a good Intro Offer sequence:

1. Set expectations: Your initial communication, triggered upon Intro Offer purchase, should clearly define everything that will help your new client maximize their Intro Offer. A few examples:

• What and how many: Urge clients to take X classes per week, try out different class types, different instructors etc. This will help your client understand what works best for them, what their schedule can accommodate, and what instructor they click with.
• Conversion incentive: If you offer any incentives for converting to membership, outline this from the beginning! Common incentives include % discount on first month of a membership if purchased before intro offer expires, % discount on membership if client attends a specific amount of classes during the intro offer etc. These incentives are an easy strategy to ensure clients are fully using their intro offer, and steering the conversation toward membership conversion from the very start.
• Studio Policies: Outline all important studio policies such as etiquette, when to arrive, cancelation policy, how to contact your studio, where to find parking etc.

2. Maximize Attendance: We don’t just want a client to visit one time, we want them to visit frequently enough to experience positive changes, try out different class types, figure out how many classes per week their schedule can accommodate, and most importantly, fall in love with your studio and community. Clients that visit 2-3 classes per week will be much easier to convert to an unlimited membership than clients that visit 1 class per week, or only visit once in total.

3. Convert to membership: The most important goal of a well designed Intro Offer sequence is converting your new client into a long term member. Your classes, instructors, culture and community will be the driving force of membership conversion; however, the automations we’ll discuss in this article will ensure your new clients are maximizing their exposure to the incredible benefits your studio provides.

Where Intro Offer sequence fits in your client journey

Until this point, your client journey has ignored any specific package, contract, or event names. To keep things simple, it’s important to avoid different automation flows based on packages purchased until this point. For example, there’s no need to have a “First Visit Follow Up” automation trigger after someone uses their Intro Offer for the first time, as you should already have a “First Visit Follow Up” automation that triggers regardless of pricing option used.

For clients that purchase your Intro Offer as their first package, the Intro Offer sequence will run in parallel with: First Visit - Confirmation , First Event Missed and First Visit Follow Up

• Prospect Sequence - Prospect creates an account on booking software -> Triggers your prospect sequence of automations based on how many days after creating their account, and no events attended or scheduled for the future. If you’d like your prospect sequence to end when someone purchases your Intro Offer, add the following automation from our catalog to your account and activate it: Add Tag - Prospect: Opt-Out. To learn more about Stop Tags, refer to the this help article: Stop Tags.
• Intro Offer Sequence - Depending on whether or not your Intro Offer activates date of purchase or date of first use, we might break down this sequence into a few sub-sequences to help visualize the process a little easier. The following sub-sequence names are only examples, and all automations should be placed in the same “Intro Offer” category; however, naming each automation with the clear intention will help you keep your automation list organized.
• Purchased Not Active - Every Intro Offer sequence should have a communication trigger upon package purchased, but for packages that start date of first use, we will want to add a few more automations which drive your new client to book their first class and activate that package. If your package starts upon first use and you intend on having “Purchased Not Active” Intro Offer automations, it’s important to prevent overlapping communications from your Prospect Sequence. To do so, add the following automation from our catalog to your account and activate it: Add Tag - Prospect: Opt-Out.
• Purchased and Active - This sub-sequence will trigger based on activation date, and commonly include conditional rules to trigger specific messages to specific clients based on number of classes attended, last attendance date etc. This is also the sub-sequence we’ll use to check in on new clients, introduce them to staff member bios, client testimonials, and further engulf them in your community.
• Package Expiring (non conversions) - These automations will be based on active Intro Offer packages that expire IN THE FUTURE. The “trigger point” here will be the number of days before the package expires, and we’ll want to add a few conditional rules to make sure these automations are sent to the correct people. Common conditional rules, discussed below, will include how many times the client attended using your Intro Offer, the fact they have not yet purchased a contract, and if you sell class packs in addition to contracts, rules to exclude members that have already purchased a class pack.
• Package Expired (non conversions) - Similar to the above subsequence, this sub-set of touch points will target based on inactive Intro Offer packages which have already expired, and will adopt the same conditional rules to ensure automations do not trigger for people that have already converted to an autopay (contract) or class pack.
• Membership - Membership automations may encompass a few different categories, but will all focus around touch points to keep members happy for a long time. These automations will include celebrating someone for becoming a member for the first time, their birthdays/anniversaries/milestone visits. Automations to touch base throughout the first few months of a new membership, prevent active members from becoming lapsing, and get them to renew memberships as they approach expiration.

Intro Offer “Trigger Points”

Before we dive into creating your Intro Offer sequence, we’ll discuss the “trigger points” (ie - data used to trigger these automations on specific dates) and “conditional rules,” rules we’ll apply to ensure specific clients either do or do not receive communications based on what they’ve attended, and what they have or have not purchased.

Let’s start with the 4 “trigger points” that we’ll reference in Intro Offer automations:

Purchase Date

Rule (contains 2 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package purchase date = [select how long after purchase this automation should trigger]

Rule described: Filter audience based on the date they purchased my selected packages.

For the first automation which triggers the day of Intro Offer purchase, the rule above is all you’ll need. If your Intro Offer is set to trigger based on first use, you’ll want to include a few automations that trigger based on Package Purchase Date. We’ll also discuss a few additional rules you may want to add to “Intro Offer - Purchased Not Active” automations to ensure we prevent any edge cases from incorrectly triggering automations. We’ll provide those examples below.

Start/Activation Date

Rule (contains 3 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package start date = [select how long after activation this automation should trigger]
• Package status = active

Rule described: Filter audience based on the date their intro offer activated.

Notice we added one extra filter here, package status = active. This just ensures that we prevent these automations from triggering for clients that cancel their Intro Offer after it activates. You’ll use this “trigger point” for all “Intro Offer - Purchased and Active” automations, and to be as accurate as possible, may also want to include conditional rules to ensure the package was correctly activated on your booking software from first attendance rather than first “use” (in the event a package is used for an absence, early or late cancel).

Expiration Date (Future)

Rule (contains 3 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package expiration date = [select how many days before the active intro offer expires]
• Package status = active

Rule described: Filter audience based on having an active intro offer that expires exactly X days from now

Notice again we added the extra filter package status = active. For the same reason above, we want to make sure these automations do NOT trigger for clients that cancel their Intro Offer after activation.

This will be the “trigger point” used for all “Intro Offer - Package Expiring (non conversions)” automations. In addition to this rule, we’ll be discussing conditional rules to ensure these automations trigger based on number of times attended using this package, remove anyone that has converted to a membership or purchased a class pack.

Expiration Date (Past)

Rule (contains 2 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package expiration date = [select how many days after the intro offer expires]

Notice in this rule, there is NOT a filter for package status as we saw above. Package status is not required (and if you added this filter as active) would never trigger, as a package cannot be active and have already expired.

Rule described: Filter audience based on having an intro offer that expired exactly X days ago

Intro Offer “Conditional Rules”

Think of “conditional rules” as either:

• Things a client must have done to trigger the automation (such as number of attendances during their Intro Offer), or
• Things a client has done that would prevent them from triggering an automation (already converted to a membership, purchased a Class Pack etc).

Similar to the “trigger points” listed above, there are a few common rules we’ll want to apply to our Intro Offer automations to ensure we exclude members from specific automations (eg - prevent expiration automations from triggering for people that have already converted), or target the right message to the right people (based on number of attendances during the Intro Offer).

Stop Tag

As we’ve mentioned in all other automated sequences, adding a Stop Tag to all of your automations will allow you to prevent a specific client from triggering the remainder of your Intro Offer automations.

For all automations created by LoopSpark, both during onboarding and through our automation catalog we use the stop tag Intro Offer: Opt-Out

A client might respond to say “I am not interested in joining following my intro offer.” In this event, we’d need to make sure that client doesn’t trigger any more automations related to conversion.

You can also use this stop tag to automatically remove anyone that has already converted to a membership or class pack! We’ll discuss how to do the same below with package and contract rules; however, if your automations have the following rule below, you can add and activate the following automation from our automation catalog: Add Tag - Intro Offer: Opt-Out

Rule (contains 1 filter):

• Client tag does NOT have = “Intro Offer: Opt-Out”

Rule described: Remove anyone with the tag “Intro Offer: Opt-Out” from this segment.

Number of attendances

For each sub-sequence of the Intro Offer, we’ll want to either:

• Validate the package was never used to attend,
• Validate the package WAS used to attend,
• Target specific communications based on the number of attendances during the intro offer, or
• Target an automation for clients that have attended, but not frequently enough, and have nothing scheduled in the future.

Purchased Not Active

Validate the client has never attended using the package, and has no upcoming visits booked. Yes, we could add one small filter to our package rule package used count = 0 which you certainly can! However, a client might miss their first visit, and your staff might forget to refund the credit. For this reason we suggest using booking data as a more accurate validation of use.

This would require 2 rules:

Rule 1 (contains 3 filters):

• Booking count = 0
• Booking status = attended
• Booking using package = [select intro offer name(s)]

Rule 1 described: person has never used an intro offer to attend an event.

Rule 2 (contains 2 filters):

• Booking count = 0
• Booking status = upcoming

Rule 2 described: Person has no upcoming events scheduled. Putting this together with rule 1 we have an audience of people that have not used your intro offer to attend and have nothing scheduled, meaning they have yet to truly activate their Intro Offer. Again, you can accomplish something similar by adding the filter package used count = 0 to your package rule, but this might result in clients that miss their first class not triggering your automations, depending on whether or not your staff remembers to credit back for the missed class.

Purchased and Active

The most accurate way to ensure a client actually activated the intro offer based on attending, and also the best way to trigger specific messages based on number of visits is also accomplished with a booking rule. The first rule illustrated below is recommended for all automations that trigger following the activation of your Intro Offer (Purchased and Active, Expiration Date (Future), and Expiration Date (Past).

Rule (contains 2 filters):

• Booking status = attended
• Booking using package = [select intro offer name(s)]

Rule described: Person has used the intro offer to attend at least one event. Safe to say, the package was activated based on use, not based on a credit being used for an early/late cancel.

We could use a similar rule to target specific messages based on the number of attendances. A common setup for Expiration Date (Future) automations is to send different messages based on how many events a client attended during the Intro Offer phase. This allows you to send content matching the client with the best membership option moving forward.

We’ll use a 2 Week Unlimited intro offer as an example. For this, we’ll target 3 different emails, all using the same package rules (ie - targeting the same number of days before an active intro offer expires), but only change the booking rule:

People that attend 4 or more times receive an email with information on our unlimited membership.

Rule (contains 3 filters)

• Booking count = more than 3
• Booking status = attended
• Booking using package = select intro offer name(s)]

People that attend 2-3 times receive an email with our 4x and 8x per month mini memberships

Rule (contains 4 filters)

• Booking count = less than 4
• Booking count = more than 1
• Booking status = attended
• Booking using package = [select intro offer name(s)]

People that only attended 1 time receive an email with our class pack options.

Rule (contains 3 filters)

• Booking count = exactly 1
• Booking status = attended
• Booking using package = select intro offer name(s)]

Converted to Membership

We don’t want to send communications to a member informing them of membership options if we have already converted them! The last conditional rules we’ll discuss will remove clients that have already converted by purchasing any contract, or purchased a class pack.

If your Intro Offer automations contain a stop tag “Intro Offer: Opt-Out” which is a best practice, you can take a short cut by adding and activating the following automation from our automation catalog: Add Tag - Intro Offer: Opt-Out. This automation will add the tag “Intro Offer: Opt-Out” to a client’s LoopSpark profile whenever they purchase a contract or class pack. Again, this will only work if your Intro Offer automations all have the filter client tag = does NOT have “Intro Offer: Opt-Out”

Let’s discuss how to omit already converted members from Intro Offer automations without a stop tag.

Has NOT purchased membership/contract

Rule (contains 1 filter):

• Contract purchased = no contracts

Rule described: Only target clients that have not purchased any contract. If someone has purchased a contract, they will not enter this segment (ie - they will not trigger this automation).

Has NOT purchased a class pack

If your studio sells class packs (5 class pack, 10 class pack etc), you may also want to remove people that didn’t convert to a contract, but already purchased a class pack. To do so, you’d add the following rule:

Rule (contains 2 filters):

• Package count = 0
• Package purchased = [select all class pack names]

Rule described: Only target clients that have not purchased a class pack. If someone has purchased a class pack, they will not enter this segment.

If your studio offers many class pack options, or you routinely change the names, you can also use the contains operator and add a common word or phrase, such as:

Rule (contains 2 filters):

• Package count = 0
• Package purchased contains = pack or classpack or classes

In this way, your segment would remove anyone that has purchased a package that contains any of those words or phrases.

Designing a good Intro Offer (unlimited) sequence

Below we’ll outline the major types of automations you’ll want to have in a good Intro Offer (unlimited) sequence. Before getting started, a few questions to ask yourself:

1. Should my “Prospect” sequence end if someone purchases an Intro Offer? This would be a common practice if your Intro Offer is set to activate upon “first use,” and you plan on building out a few “Intro Offer - Purchased Not Active” automations, which are described below. If yes, add the following automation from our catalog to your account and activate it: Add Tag - Prospect: Opt-Out
2. Will I be following best practices and add the filter Client tag does NOT have = “Intro Offer: Opt-Out” to all of my Intro Offer automations? If yes, add and activate the following automation from our automation catalog: Add Tag - Intro Offer: Opt-Out

Below is an outline of a good Intro Offer (Unlimited) sequence. We’ll use a 1 Month Unlimited Intro Offer in this example:

Intro Offer - Purchased Not Active

These automations would be used if your Intro Offer package is set to activate upon first use. We recommend 2-3 automations per week following package purchase date, where the ONLY filter (“trigger point”) you’ll change between each automation is Package Purchase Date.

The Call-To-Action (CTA) for all of these automations should guide the client to attend their first class, and by doing so, activate their Intro Offer. Include a good mix of email, SMS and To-Do automations, and link your client to your booking schedule, which can be done by inserting the merge tag {{STUDIO_BOOK_CLASS_URL}}

Rule 1 (contains 2 filters):

• Client profile status = active
• Client tag does NOT have = Intro Offer: Opt-Out

Rule 1 described: Person has an active profile on booking software, and has not been excluded from these automations by adding the tag “Intro Offer: Opt-Out” to their LoopSpark profile.

Rule 2 (contains 2 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package purchase date = [select how long after purchase this automation should trigger] . This is the ONLY filter that needs to be changed between automations in the sub-sequence of “Intro Offer - Purchased Not Active “

Rule 2 described: Person purchased an intro offer package X days ago.

Rule 3 (contains 3 filters):

• Booking count = 0
• Booking status = attended
• Booking using package = [select intro offer name(s)]

Rule 3 described: person has never used an intro offer to attend an event.

Rule 4 (contains 2 filters):

• Booking count = 0
• Booking status = upcoming

Rule 4 described: Person has no upcoming events scheduled. Putting this together with rule 3 we have an audience of people that have not used your intro offer to attend and have nothing scheduled, meaning they have yet to truly activate their Intro Offer.

The segment above explained: Trigger this automation for someone that purchased an Intro offer x days ago, but has not yet activated the package by attending, and has no upcoming events scheduled.

Example Intro Offer - Purchased Not Active automation screen shot

Intro Offer - Purchased and Active

Automations that trigger after a client’s Intro Offer is active will have 2 main rules we want to focus on. First, the package is still active, and activation date was X days ago. The filter for package activation date is Package start date and will be the “trigger point” for these automations. If you do NOT intend on sending different messages based on number of attendances, the only filter that will differ between your “Intro Offer - Purchased an Active” automations will be the filter Package start date.

If you DO want to send different messages based on visit count, you’ll want to do so by adding the filter booking count to the booking rule. You will find an example of this above in the section Intro Offer “Conditional Rules”

There is not a standard “Call to Action” unless you want to drive membership conversions early on; however, most people wait for conversion automations until a few days before package expiration, which we’ll address in Intro Offer - Expiration date (future) below.

Suggested content for “Purchased and Active” would include more information about your studio, client testimonials, and “check-ins” to learn how your new clients are enjoying their experience.

Below is the outline of a “Intro Offer - Purchase and Active” segment.

Rule 1 (contains 2 filters):

• Client profile status = active
• Client tag does NOT have = Intro Offer: Opt-Out

Rule 1 described: Person has an active profile on booking software, and has not been excluded from these automations by adding the tag “Intro Offer: Opt-Out” to their LoopSpark profile.

Rule 2 (contains 3 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package status = active
• Package start date = [select how long after package activation this automation should trigger] . This is the “trigger point” for all “Intro Offer - Purchase and Active” automations.

Rule 2 described: Person activated their intro offer X days ago, and the package is still active (ie - has not cancelled the package).

Rule 3 (contains 2 filters):

• Booking status = attended
• Booking using package = [select intro offer name(s)]

Rule 3 described: person has attended at least 1 time using the intro offer, making sure the package was not activated due to an early/late cancel.

If you intend on sending different communications based on the number of attendances, you’d add an additional filter, booking count = to the rule 3 above.

If you intend on stopping these automations when a client purchases a class pack or contract, you can either:

1. Add and activate the following automation from our automation catalog: Add Tag - Intro Offer: Opt-Out or,

2. Add the following 2 rules below to your automation(s):

Optional Rule 4 (contains 1 filter):

• Contract purchased = no contracts

Optional Rule 4 described: person has not purchased a contract.

Optional Rule 5 (contains 2 filters):

• Package count = 0
• Package purchased = [select all class pack names]

Optional Rule 5 described: Remove anyone that has already purchased a class pack.

Rules 4 and 5 above would be added to any automation where the content drives the client to convert to a membership or class pack following Intro Offer expiration.

The segment above explained: Trigger this automation for clients that activated their Intro Offer X days ago, the Intro Offer was indeed activated by attending at least 1 time, and (if adding optional rules 4 and 5), have not converted to a contract or class pack.

Example Intro Offer - Purchased Not Active automation screen shot

Intro Offer - Alert to use more

Alerts to ensure clients are attending regularly during their Intro Offer is a suggested best practice. As your package could be one week long, or one month long, there are a few different approaches we’ll discuss (both approaches could be applied to any Intro Offer series, you can decide what’s best for you).

Option 1: Set time after activation

This option might work best for a shorter offer, such as a 1 week unlimited. This option uses a fixed date following package activation, and an attendance threshold that you deem as “under performing.”

The Call To Action (CTA) for this type of automation would urge the client to book their next class, and remind them they still have time remaining on their Intro Offer. To streamline things, you might want to include a link to book their next class directly in your email or SMS using the merge tag {{STUDIO_BOOK_CLASS_URL}}.

We’ll use a Two Week Unlimited package in this example, and say that our goal is having a client attend at least 4 classes during that time frame. If a client hasn’t attended 2 classes in the first week, and has no upcoming event scheduled, let’s trigger an automation to make sure the client attends more during the second week.

Rule 1 (contains 2 filters):

• Client profile status = active
• Client tag does NOT have = Intro Offer: Opt-Out

Rule 1 described: Person has an active profile on booking software, and has not been excluded from these automations by adding the tag “Intro Offer: Opt-Out” to their LoopSpark profile.

Rule 2 (contains 3 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package status = active
• Package start date = Exactly 7 days ago. (You can change this to be whatever you want. In this example we’re just triggering this automation halfway through the 2 Week Trial)

Rule 2 described: Person activated their intro offer exactly 7 days ago, and the package is still active (ie - has not cancelled the package).

Rule 3 (contains 3 filters):

• Booking count = exactly 1
• Booking status = attended
• Booking using package = [select intro offer name(s)]

Rule 3 described: Person has attended only 1 time so far using their Intro Offer package

Rule 4 (contains 2 filters)

• Booking count = 0
• Booking status = upcoming

Rule 4 described: Person has no upcoming events scheduled.

The segment above explained: “Trigger this automation for anyone that has only attended 1 time during the first 7 days of their Intro Offer, and has no upcoming visits scheduled”

Example Intro Offer - Alert Option 1

Option 2: Has not attended in at least X days

This is a better option for longer Intro Offers, such as One Month Unlimited. Before setting up this automation, consider the ideal number of classes you’d want a client to attend (we’ll stop the automation at this threshold), and how frequently you’d want this automation to trigger.

In this example we’ll say we want to trigger this automation every 4 days a client does not attend, but stop triggering this automation if a client has already attended our ideal amount of 6 classes.

Rule 1 (contains 2 filters):

• Client profile status = active
• Client tag does NOT have = Intro Offer: Opt-Out

Rule 1 described: Person has an active profile on booking software, and has not been excluded from these automations by adding the tag “Intro Offer: Opt-Out” to their LoopSpark profile.

Rule 2 (contains 2 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package status = active

Rule 2 described: Person has an active Intro Offer.

Rule 3 (contains 4 filters):

• Booking count = more than 0
• Booking count = less than 7 (our ideal goal being 6)
• Booking status = attended
• Booking using package = [Select Intro Offer package(s)]

Rule 3 described: Person has attended at least 1 event using the intro offer, but fewer than 7 events (our goal being 6).

Rule 4 (contains 3 filters):

• Booking count = 0
• Booking status = attended
• Booking event start date = in the last 4 days (this is the filter you’d change based on how frequently you want this automation to trigger for the same person).

Rule 4 described: Person has not attended any events in the past 4 days.

Rule 5 (contains 2 filters):

• Booking count = 0
• Booking status = upcoming

Rule 5 described: Person has no upcoming events scheduled.

The segment above explained: Trigger an automation every 4 days a client has not visited during their Intro Offer, only if they have attended at least 1 event, fewer than 6 events, and have no upcoming events scheduled.

You may also consider adding rules to prevent this automation from triggering if a client has already converted to a membership (purchased a contract) or purchased a class pack.

Example Intro Offer - Alert Option 2

Expiration Date (Future)

Automations leading up to the expiration date will be where we start trying to convert our intro clients to memberships. The (Call-To-Action) will be either linking the client to purchase a contract directly (if you sell memberships online, you can use the merge tag {{STUDIO_LIST_CONTRACTS_URL}}) or simply ask the client their interest in continuing as a member.

If you are incentivizing clients who convert to membership before Intro Offer expires, make sure to remind them of the perks of doing so (example: “If you join today, you’ll receive 10% off your first month”).

For Two Week Trials and One Month Unlimited we suggest starting these 3-5 days before expiration. For One Week Unlimited, we suggest starting these automations 2 days before expiration.

If you intend on sending different messages based on visit count (align clients with membership that makes most sense for them, based on visit history during the intro offer) you can do so by adding booking count filters to the booking rule. Examples of this can be found above in the section “Intro Offer “Conditional Rules”

In this example, we’ll keep it simple and trigger the same automation regardless of visit count.

Rule 1 (contains 2 filters):

• Client profile status = active
• Client tag does NOT have = Intro Offer: Opt-Out

Rule 1 described: Person has an active profile on booking software, and has not been excluded from these automations by adding the tag “Intro Offer: Opt-Out” to their LoopSpark profile.

Rule 2 (contains 3 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package status = active
• Package expiration date = exactly X days from now

Rule 2 described: Person has an active Intro Offer that expires in exactly 3 days.

Rule 3 (contains 2 filters):

• Booking status = attended
• Booking using package = [Select Intro Offer package(s)]

You can add booking count to this rule above if you intend on sending different messages based on visit count.

Rule 3 described: Person used the Intro Offer at least 1 time (ie - it was activated because of attendance, not because of an early/late cancel).

Rule 4 (contains 1 filter):

• Contract purchased = no contracts

Rule 4 described: person has not purchased a contract.

Rule 5 (contains 2 filters):

• Package count = 0
• Package purchased = [select all class pack names]

Rule 5 described: Remove anyone that has already purchased a class pack.

The segment above explained: Trigger this automation for clients that have an active intro offer expiring in exactly X days, only if they have used it to attend at least 1 event, have not already purchased a contract or a class pack

Example Intro Offer - Expiration (Future)

Expiration Date (Past)

Automations that trigger for non-conversions following Intro Offer expiration are a suggested best practice. The Call To Action will be the same as automations that lead up to expiration (convert to membership); however, your verbiage, cadence and automation type might differ.

We suggest at least 3 automations that trigger for non-converters following expiration of their Intro Offer, starting with an email or text “We’d love to keep you as part of our community” then following up with a To-Do alerting staff to reach out personally.

The audience is very similar to automations leading up to expiration date; however, the package is no longer active so we remove the filter for package status and the package expired in the past, so the filter drop down menu will be days ago instead of days from now

In this example, we’ll trigger an automation 3 days after our Intro Offer package expires for clients that have not converted.

Rule 1 (contains 2 filters):

• Client profile status = active
• Client tag does NOT have = Intro Offer: Opt-Out

Rule 1 described: Person has an active profile on booking software, and has not been excluded from these automations by adding the tag “Intro Offer: Opt-Out” to their LoopSpark profile.

Rule 2 (contains 2 filters):

• Package purchased = [Select Intro Offer package(s)]
• Package expiration date = exactly X days ago

Rule 2 described: Person had an Intro Offer that expired exactly 3 days ago.

Rule 3 (contains 2 filters):

• Booking status = attended
• Booking using package = [Select Intro Offer package(s)]

You can add booking count to this rule above if you intend on sending different messages based on visit count.

Rule 3 described: Person used the Intro Offer at least 1 time (ie - it was activated because of attendance, not because of an early/late cancel).

Rule 4 (contains 1 filter):

• Contract purchased = no contracts

Rule 4 described: person has not purchased a contract.

Rule 5 (contains 2 filters):

• Package count = 0
• Package purchased = [select all class pack names]

Rule 5 described: Remove anyone that has already purchased a class pack.

The segment above explained: Trigger this automation for clients that had an intro offer which expired exactly 3 days ago, only if they have used it to attend at least 1 event, have not already purchased a contract or a package

Example Intro Offer - Expiration (Past)

Automation Catalog

Need help building your Intro Offer automations, or want to add a few more touch points? We have plenty of templates in our automation catalog to get you started:

1. Click on Automations -> Catalog
2. Locate the category aligning with your Intro Offer length
3. Select the automations you’d like to add to your account.

Automation build out video

Watch a full Intro Offer (unlimited) automation sequence built from scratch:

Dashboard Segments

A few suggested segments to keep in your account or place on your dashboard to help your staff convert Intro Offer clients to memberships, or analyze how successful you’ve been selling intro offers and converting intro offers to memberships: