The 'slipping away' customer status can help you find customers who haven’t been attending their sessions. This status can also be used to trigger automated emails to customers or to the business.

How to set your slipping away customer criteria

First, you'll need to set the criteria for when a customer is considered to be slipping away. 

To do this head to Settings >> Customers and click 'Edit' beside 'Customer Status'.

 

 

Scroll down to 'Slipping Away'. Here, you’ll be able to define when a customer is slipping away.

In the example below, customers who haven’t been to class in the last 4 days will be automatically classified as customers that are "slipping away".

If one of these customers books a class, their 'Slipping away' status would be automatically removed.   

 

 

Create a notification trigger using the slipping away status

As seen in the screenshot above, the slipping away status can be used as a trigger for automated email notifications on TeamUp. 

You can use this trigger to send automated emails to customers who are slipping away and/or set email notifications to your business email address to let you know when a customer is slipping away. 

You can manage the slipping away trigger and email by clicking the link, or from Notifications >> Customers >> Slipping Away.

 

 

 

 

 

 

To learn more about setting up triggers and customizing your emails, please see the links below: 

Editing a trigger or trigger action

Customise your email notifications

How to track when a notification has been sent

 

How to view your slipping away customers

There are two ways you can filter for customers who are slipping away. 

  1. Direct link to the slipping away customer list. Head to Settings >> Customers and click the customers below 'Slipping away' for a filtered list of these customers.

  1. Download your slipping away report from Customers >> Reports >> Slipping Away. Click 'View Report'. 

On this page, you’ll be able to view customers who haven’t attended any classes within a specific time frame.

This useful report can also aid you in your customer retention marketing efforts, as it allows you to copy a list of customers who are slipping away (click the envelope button for a comma-separated list of emails) or download a CSV report of these customers (click the CSV button).

Jump to:

Setting your New Customer criteria

Setting your Inactive Customer criteria

 

 

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