What do you know about your clients?

Whether you have 5 or 5,000 clients, keeping your client list up-to-date and organized in your Pike13 business not only takes full advantage of your client management software, but helps you in the long run, too. Once your clients are organized, you can keep track of specific groups and communicate directly with them in email campaigns

You can collect any and all information you need by creating custom fields. For example, you might want to:

• Find out how your clients heard of your business
• Keep track of their instruments
• Mark them as part of a specific group or team
• Know their favorite yoga pose
• Note that they’ve previously participated in a certain activity

How to create custom fields for segmenting your clients

1. Click Settings, and then click Advanced Settings.

2. In the right menu under Client Signup, click Custom Fields.

3. Click + New Custom Field. 

For each custom field, you can choose the format of the client's answer—freeform text, a date, yes or no, or a list of choices that you define. Pike13 also lets you decide if an answer is required or not.

TIPS

• Try to keep your sign-up process simple and brief so that new clients aren’t overwhelmed. Just make sure that you’re requiring the information that you need.

• Keep tabs on your clients without requiring any additional work from them by creating custom fields that are hidden from your clients.

• See your custom fields in action from your clients’ perspective by clicking Try it Out on the Client Signup page in Advanced Settings.

Secondary Client Info

Once you’ve created your custom fields and edited the requirement settings, you can get started on organizing the client info. You can use one of these custom fields as your Secondary Client Info to have it show up next to the client’s name in your client list. This will help you quickly see important info about the client without having to click into their profile.

Having this info at the ready in your client list can be really helpful. For example, if your clients belong to different teams or play different instruments, you can have this field set as the Secondary Client Info

How to add Secondary Client Info for segmenting your clients

1. Click Settings, and then click Advanced Settings.

2. In the right menu under Client Signup, click Custom Fields.

3. Click Secondary Client Info, and then choose the client info that you want to appear below a client's name from the list provided.

Now that you’ve created your Custom Fields and Secondary Client Info, get ready to reap the rewards of your efforts. Check out the client info you've made visible in your client list, your reports, and MailChimp to inform your next moves. Stay tuned for our next post on how to use these features to your advantage!

For even more tips, read part 2 of this post.