Automation Designer Archives - LenzVU

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MindBody Online

5

Send automated text or email after a particular purchase
Check-in clients using flows on LenzVU
Flagging with Mindbody Online
Mindbody online integration guide
MindBody Dynamic Client Tagging

Mariana Tek

4

Check-in clients using flows
Flagging for Mariana Tek
Mariana Tek Integration Guide
Mariana Tek Dynamic Client Tagging

Getting Started

8

Embedding a form within your page
How to add LenzVU to your home screen
How to use group messaging
Setup your email
Set up task reminders
Create an account
How to customize styling
Setup an account

Business Phone Services

4

How to send messages with LenzVU
How to setup auto-replies
How to edit voicemail settings
How to register a number

Automation Designer

8

How To Enter Clients Into Automations With Zapier
List of Basic Automations
Time-Based Automation Feature
List of Useable Variables
Automation Action Overview
How to set goals in automations
How to tag clients
How to create a flow

Client Engagement Tools

4

How to edit client details
How to opt-out clients for emails and sms
How to tag clients
How to generate engagement reports

Wavier Management Tools

5

Setup and check flagged responses
How to create a questionnaire
How to create a liability waiver
Manage your forms
How to Create Soap Notes with LenzVU

HIPAA Compliance

1

What is HIPAA?

fitDEGREE

2

Group Messaging for fitDEGREE
fitDEGREE integration guide

Email Template Designer

8

How To Center Text Within Our Email Template Designer
List of Useable Variables
How To Import Your Existing Email Template Into Our Email Newsletter Designer?
How to change the color of a background in an email
Buttons in LenzVU’s Email Template Designer
Links in Lenzvu’s email template designer
Edit text in LenzVU’s email template designer
Images in the email template designer

Users and Roles

2

How to Add a New Employee
How to Create a Role

How To Set Up Automation Guides Fitdegree

12

How To Set Up a Follow Up Automation For New Clients That Haven’t Purchased an Intro Offer
How To Set Up an Automation for Class Reminders
How To Set Up an Automation for Client Happy Birthday Messages
How To Set Up a Follow Up Automation for Clients With Expiring Memberships
How To Set Up an Automation for Class Registration Confirmations
How To Set Up a Follow Up Automation for Clients That Have Not Attended a Class in a While
How To Set Up a Check-In Automation for a Client’s First Ever Registration
How To Set Up a Follow Up Automation for Clients Not Attending a Class
How To Set Up a 3 Days Left in an Intro Offer Notice Automation
How To Set Up an Automation for Class Cancellation Confirmations
How To Set Up an Automation for Clients Who Purchased an Intro Offer but Have Not Attended Any Classes
How To Set Up a Confirmation Automation for New Client Purchases

Marketing Campaigns

1

Create a marketing campaign

SmartAI

2

How To Train Your AI Chatbot
How To Enable Our AI Salesperson On Your Fitness Studio Website

WellnessLiving

9

How To Set Up an Automation for Class Cancellation Confirmations
How To Set Up a Follow Up Automation for Clients Not Attending a Class
How To Set Up a Follow Up Automation for Clients That Have Not Attended a Class in a While
How To Set Up an Automation for Class Registration Confirmations
How To Set Up an Automation for Class Reminders
How To Segment Clients Based On Classes Remaining
How To Segment Clients Based On Purchases Made
How To Segment Clients By Date of Registered Class
How To Segment By Class Attendance

fitDEGREE Segments

18

How can I send a personalized birthday email to my clients in fitDEGREE?
How can I follow up with clients after they purchase a series or one-on-one package in FitDEGREE?
How to follow up with clients about their membership purchase/upcoming expiration in FitDEGREE?
How can I follow up with clients after they make a purchase in FitDEGREE?
How can I manage and organize client tags in FitDEGREE?
How can I track and manage client form submissions in FitDEGREE?
How can I re-engage clients based on their registration date in FitDEGREE?
How can I manage and track client phone numbers in FitDEGREE?
How can I track and manage client interactions on my website through FitDEGREE?
How can I follow up with clients about their class pack purchase, expiration, or activation in FitDEGREE?
How can I follow up with clients and track their remaining classes in FitDEGREE?
How can I sort client profiles based on first/last name with FitDEGREE?
How can I engage with clients who have active memberships in FitDEGREE?
Popular pairings of segments filters within FitDEGREE
How can I manage client profile sign-ups in FitDEGREE?
How can I take advantage of email interactions with clients in FitDEGREE?
How can I use class attendance filters to enhance client engagement in FitDEGREE?
How can I manage and track gift card purchases in FitDEGREE?

WellnessLiving Segments

12

How can I re-engage clients based on their registration date in MindBody?
How can I track and manage client form submissions in WellnessLiving?
How can I manage and track client phone numbers in WellnessLiving?
How can I follow up with clients and track their remaining classes in WellnessLiving?
How can I track and manage client interactions on my website through WellnessLiving?
How can I manage client profile sign-ups in WellnessLiving?
How can I manage and organize client tags in WellnessLiving?
How can I sort client profiles based on first/last name with WellnessLiving?
How can I take advantage of email interactions with clients in WellnessLiving?
How can I use class attendance filters to enhance client engagement in WellnessLiving?
How can I follow up with clients after they make a purchase in WellnessLiving?
How can I send a personalized birthday email to my clients in WellnessLiving?

MindBody Segments

12

How can I re-engage clients based on their registration date in MindBody?
How can I track and manage client form submissions in MindBody?
How can I track and manage client interactions on my website through MindBody?
How can I take advantage of email interactions with clients in MindBody?
How can I manage client profile sign-ups in MindBody?
How can I manage and organize client tags in MindBody?
How can I manage and track client phone numbers in MindBody?
How can I sort client profiles based on first/last name with MindBody?
How can I use class attendance filters to enhance client engagement in MindBody?
How can I engage with clients who have active memberships in MindBody?
How can I follow up with clients after they make a purchase in MindBody?
How can I send a personalized birthday email to my clients in MindBody?

General How-To Guides

5

How To Implement Our LenzVU AI Chatbot on Your Website
How to Import Contact Profiles from MailChimp into LenzVU
How to Create and Customize Email Templates in LenzVU
How to Create and Send an Email Campaign With LenzVU
How to Build Target Audience Filters with Segments in LenzVU

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Automation Designer

Automation Designer

How To Enter Clients Into Automations With Zapier
List of Basic Automations
Time-Based Automation Feature
List of Useable Variables
Automation Action Overview
How to set goals in automations
How to tag clients
How to create a flow

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LenzVU, a HIPAA certified CRM solution by LenzVU Inc, offers various features to enhance your studio. LenzVU allows you to integrate seamlessly into other 3rd party solutions. Our approach has been to design hardware and software that works together to ensure the best experience for your customers.

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