Easily access studio contacts from the main navigation toolbar. From viewing total visits to sending Messages, the contacts tab has multiple uses! The Contacts Center Export has MANY additional extremely useful data points and unique client information that is found ONLY in the export.
In this article
Contacts Page Overview
Send a Message to Select Clients
Send a Message to All Clients
Message Sending Criteria: Inbox vs. Two-Way Texting
Export Contacts CSV Data
Other Client Actions: Merge, Deactivate, Delete, Tag, Message
Contacts Page Overview
Below we have some definitions for the various components in the Contacts tab.
Tag
Tags are created under the Tag section of the Contacts Center. Filter clients by the tags you created.
Home Studio
Home studio is set by the client or staff member. To set a client’s home studio as a staff member, visit the More Info section under the Profile tab of the client’s profile. Clients can also set their home studio via the widget.
Marketing Opt-In
Filter by either SMS or email marketing opt-in status.
Number of visits
These are total visits that include classes check-ins, enrollments check-ins, appointments settle ups from all time. Filter by minimum number of visits and maximum number of visits.
More Filtering Options
Status
Active: Client has had a visit (Classes, Enrollments, Appointment, or historical bookings) within the last 90 days
Inactive: Client has not had a visit (Classes, Enrollments, Appointment, or historical bookings) between 1 year to 90 days OR has not purchased a plan between the last 1 year to 90 days. They will become active again if they have a visit or purchase within those parameters.
Lost: Client has had a visit (Classes, Enrollments, Appointment, or historical bookings) over a year ago OR has purchased a plan over a year ago
Account Created: Clients who created a profile via your website widget but have not purchased a plan, drop-in, enrollment, appointment, or video course. Typically you will see clients who have only purchased a retail item, purchased a gift card, booked using only a guest pass, booked only via ClassPass and/or have booked using only a comp pass. Clients without purchase activity will have the status Account Created.
Deactivated: Clients manually deactivated will appear under the deactivated filter. Clients can be deactivated directly via the client profile Actions button.
Birthday: Filter by client birthdates
Members Only: Clients who have an active member status
Guest Only: Guest status is removed once the client purchases a plan, drop-in, enrollment, appointment, or video course.
Retail Only: Retail status is removed once the client purchases a plan, drop-in, enrollment, appointment, or video course.
If a client has purchased a gift card and has purchased a retail item, then they will have multiple badges.
Send a Message to Select Clients
To send a message to select clients, follow these steps.
On the far left of each contact there is a checkbox. Check one or more contacts to select clients you'd like to message
Select the forward arrow at the bottom of the page to go to more clients and the clients will be added to the list of selected clients as you check the boxes next to their name
Select Actions on the top right of the contacts page
Choose Message Selected
Send a Message to All Clients
In order to reduce the likelihood of emails bouncing and to respect your client's opt in choice, filter by Marketing Opt-in Preference first. You must select clients in order to message clients.
To send a message to ALL clients, follow these steps
At the top of the Contacts list select the checkbox at the top left of the Contacts List header to select all clients on a page
Scroll to the bottom of the list and select the forward arrow to progress to the next page of clients
Select the same checkbox at the top left of the Contacts List header to add all clients on the new page to the total clients selected
Repeat these steps until you've selected all clients
Select Actions on the top right
Choose Message All clients
Message Sending Criteria: Inbox vs. Two-Way Texting
If you have Inbox, Walla’s two-way texting feature: Your message will always send as an email and as a text message. The client’s marketing opt-in status is not looked at when sending messages via the contacts page, so it does not matter if the client is or is not opted-in to marketing SMS and emails.
If you do not have Inbox, Walla’s two-way texting feature: Your message will send as an email and will not send as a text message.
In order for a client to receive a text message via the Message feature:
They need to be opted into Two-way Texting*
They do not need to be opted into SMS Marketing Updates
They do not need to be opted into SMS Transactional Updates
In order for a client to receive an email via the Message feature:
They do not need to be opted into email Marketing Updates
They do not need to be opted into email Transactional Updates
In other words, they will always receive a text
*Two-way texting is an add on feature that is included in Walla’s Tier Two subscription level or can be added on a la carte.
Email sales@hellowalla.com to learn more about adding Inbox two-way texting to your Walla subscription!
Export Contacts CSV Data
The data points collected including client demographics, communication preferences, and activity history, enable you to create custom spreadsheet reporting outside of Walla. The CSV export includes the following datapoints:
Record ID
Status
Client First Name
Client Last Name
Client Email
Birthdate
Account Balance
Address 1
Address 2
City
State
Zipcode
Home Studio
Phone Number
Phone Number Type
Total Visits
Marketing Email Opt In
Push Notifications Opt In
Transactional Email Opt In
Text Opt In
Created At
Last Activity
To export the contacts to a CSV:
From the main navigation menu select Contacts
Choose Export on the top right corner of the page
Import contacts into Excel or Google Sheets
Other Client Actions: Merge, Deactivate, Delete, Tag, Message
Select the the dots to the far right of a client profile to merge client profiles, asssign tags to the client, delete, or deactivate a client.
