Add Audiences & Collections to the Dashboard
Audiences and groups of Audiences, called Collections, can now be displayed on the dashboard, allowing you to easily keep track of clients.
For example, you can create an audience to track new members and reach out to them with a personalized welcome message. Let's take a closer look at how to use this feature.
From the card on the dashboard, you can edit the following:
Edit: Change any property of the Audience
Message All: Send messages to all the contacts in the Audience
Go to Audiences
Remove Card
☝️This feature is available to all users, but those without the Marketing Suite are limited to using only 3 audiences.
Dashboard Audiences
Create a Collection that will display certain clients you want to keep top of mind. For example, you can use an audience to display only new members so your staff can give them a call and welcome them to the studio!
🔐 Staff will need to have Edit Access Level for the Managing Audiences
Ability to create and manage audiences that can also be used in automations permission in order to use this feature.
Accessing Audiences on the Dashboard
To access the Audiences feature on the dashboard, navigate to the Audiences section. Here, you will see a list of all your existing audiences. If you want to track something that you don't currently have an audience for, you can create a new one by clicking on the Add Audience to Track button.
Once you have selected the audience you want to track, you can choose how many contacts you would like to display on the dashboard. The maximum number of contacts that can be displayed is 10. You can also choose a highlight color for your audience, which will be displayed on the dashboard.
First, start by creating your Audience:
Select Audiences
Select Create an Audience
Complete Audience details
Select Add Condition
Choose the Class Plan Started + Check-ins condition
Under Specific plans started select only plans that grant member status
Under Time Frame for Plan Start select within the last (and including 7 days)
Save Condition
Then, add your Audience to the Dashboard:
Navigate to your Dashboard
Select Add Audience to Track
Choose an existing Audience
Select how many contacts you would like the dashboard to display (max 10 clients)
Choose a highlight color for the specific Audience
Save
Dashboard Collections
Dashboard Collections provide a powerful way to organize multiple audiences into meaningful groups, allowing you to track related client segments together.
Accessing Audiences on the Dashboard
Follow these steps to create a Collection:
From the Main Navigation Menu select Audiences
Choose the Collections Tab
Select Create a Collection
Select an Icon
Enter a Title for the Collection
Give the Collection a description
Save
Add Audiences to the Collection
After you create a Collection, you will need to add Audiences to your Collection. Follow these steps to add Audiences to your collection:
Select the Collection title
Choose Add Audience
Select Audiences from the drop down
Save
Then, add your Collection to the Dashboard:
Navigate to your Dashboard
Select Add Audience to Track
Choose your Collection
Save
Accessing Collections on the Dashboard
Collections leverages the existing audience permissions framework, ensuring data security while enabling effective collaboration. The permissions follow the same structure as in journeys, where Franchise A has access to all audiences created by both Franchise A and corporate entities. Location B cannot create an audience for Location A, nor can Location B view any audience that was created exclusively by Location A. The dropdown will only contain a list of audiences that the user has permission to see based on these hierarchical rules.
Viewing Collections
Collections are considered personal. You only have access to Collections that you individually have created, and they cannot be shared or forced onto another user. This ensures that each user's organization system remains tailored to their specific needs and workflow preferences.
Viewing Your Audiences and Collections on the Dashboard
After selecting your audience and customizing the display settings, you will see a card on the dashboard with the title, accent color, and a list of clients from the chosen audience. From this card, you can perform various actions such as editing the audience, sending messages to all contacts in the audience, and removing the card from the dashboard.
Viewing Contact Information
To view more information about a specific contact in your audience, simply click on their name. This will open a new info panel on the right-hand side of the dashboard. The panel will display key information about the contact and also provide a link to their full client profile.
