What do you know about your clients? Pt 2: Communicate with your clients based on what you know.

In my last post you learned how you can collect client information in your Pike13. Now you're ready to start reaping the rewards! I'll show you how you can use these Custom Fields and Secondary Client Info to strategically plan your next moves and stay ontop of your business needs. For example, you might want to:

• Find out how your clients heard about your business

• Figure out if you need more teachers proficient in a specific instrument

• Email all members of a specific group or team

• Strike up a conversation with your clients about their favorite yoga pose

• Communicate about an upcoming event based on your clients’ history

In Pike13, you can search client info, run reports, and send emails to your clients. We’ll show you how to use Analytics & Reporting and email marketing with MailChimp to segment and contact clients based on the information you’ve collected.

Searching Secondary Client Info

What? Quickly see important info about each client without having to click into their profile. You can even use the search function in the client list to search by Secondary Client Info.

Why? This helps when you have trouble recalling a client’s name but know which team they’re on, or if you need to quickly count all clients in the same group.

How?

At the top of any Pike13 page, tap Clients. To search your Secondary Client Info, enter a possible value in the search box.

Reporting on your Custom Fields

What? Run reports to see all of your clients’ information in one place. You can add filters to your reports to see all clients that have certain things in common.

Why? When collecting custom information from your clients, you may be interested in the bigger picture of how many clients answered questions the same. Like, how do my clients learn about my business? Or, what percentage of my students play piano? Use Pike13 reports to answer these questions and see the big picture you need.

How?

1. At the top of any Pike13 page tap Analytics & Reporting, and then tap New Reporting.

2. In the right menu, tap Clients, and then tap Clients from the list of reports.

3. Tap Details.

4. Tap Filters, tap + New Filter, choose the Custom Field column heading that you want to filter by and the operator (is, equals, between, greater than, starts with, and so on), and then enter the data that you want to include or exclude. Create any number of additional filters that you need, and then to apply them all tap Finish.

TIPS

• If you’re not using email marketing through Pike13, you may find it useful to run a report for a specific custom field value and manually email the clients that appear on your list!

• You can export these client lists to Excel or Favorite these reports as needed.

• For more info, see Getting answers in New Reporting.

Email Marketing with your Custom Fields

What? You can send targeted email campaigns or set up automated campaigns with Pike13’s email marketing integrations. Note that Pike13 can sync 30 merge tags, including custom fields, to MailChimp for segmenting your client lists in targeted email campaigns or as a trigger for automations.

Why? When collecting custom information from your clients, you may be interested making sure your communication is catered towards each clients’ needs. For example, you may want to send a different email to each client based on the instrument they play or based on their level of previous training. Use email marketing to send these emails to specific groups of clients.

How?

1. At the top of any Pike13 page, tap Settings, and then tap Advanced Settings, and then in the right menu click MailChimp

2. Under Client data settings, tap Custom Fields

3. Edit which Custom Fields you want to sync with MailChimp by clicking the red X to see a green checkbox appear

4. Click Reload

5. Open MailChimp and log in.

6. From the top bar, choose Lists. Then choose the list you’re using with Pike13.

7. Choose Manage Subscribers then choose Segments.

8. Choose Create Segment from the right, then choose one of your synced custom fields to work with.

9. Then, choose an operator (is, is not, contains, and so on) and type in a value.

10. You can then Preview Segment and Save Segment.

11. Once this segment is saved, you can choose Campaigns then choose Create Campaign and choose your saved segment while selecting who the campaign will be sent to.

Now that we’ve shown you the top three ways to use your clients’ information, we hope you feel prepared to start using this information to your business’ advantage!

Missed part 1 of this post? Read it here.