For marketing and CRM operations, click on Reports -> Marketing.
Here you can filter data by
Available filters for searches by PERSON:
Available filters for searches by CRM:
Available filters for ACCOUNTING:
Available filters for searches by SUBSCRIPTION:
Filters available for searches by COURSE:
Filters available for searches by CLASS:
Filters available for searches by MULTIPACK:
Filters available for searches by SERVICE:
Filters available for searches by PROSHOP:
Once the filters have been selected, click on the button
A first summary with the filtered data will appear. It will be then possible to:
1) add other filters
2) cross the results (e.g. Potential Customers assigned to the Consultant Robert Tail)
Important: difference between Adding and Crossing Results
If I add customers assigned to Robert Tail the system will provide that as additional result. This means that among the results there could be people that are already active customers and not potential. Therefore to see potential customers assigned to Robert Tail I will have to cross the results or apply both filters in a single search.
3) remove results from the search as additional filter by clicking on the corresponding button
See FAQ for more details.
Once all the filters have been applied, it will be possible to proceed by click on the button
A Summary will appear with the details of the users:
The options available are the following:
1) email -> send an email to the selected users
2) sms -> send an email to the selected users
3) excel -> export data to MS Excel
4) CRM -> Add CRM task
5) Tags -> Add/Remove Tags
6) Save the search by clicking on the corresponding button
4) Add CRM task
The system will ask to select the type of target and then after clicking on the "Next" button it will be possible to create a CRM task.
6) Save Search
Once saved, the search will be available in the corresponding field with a preview of the search available. To relaunch the search and see the data, just click on Add.
Saved searches can be useful to avoid applying filters each time: e.g. Multipacks expiring in 30 days from today (search to be launched at the beginning of the month).
You can also find this search in Reports -> Back Office -> Management of Marketing Searches
where you can see all the saved searches with the corresponding creation date and user. From this window you will be able to store or delete them.
Why is it useful to save a search? Searches can be used at a later time without having to set all the filters again, e.g. outstanding payments.