)(available in
)
Click Marketing Plan Maintenance to enter any special promotions your studio offers. (You can also maintain this list by going to Maintenance > Client > Marketing Plans.) For date-sensitive marketing plans, such as a birthday reminders, select how far in advance Spectra should generate phone call reminders and which user the calls should be assigned to. As with client groups, clients may be part of any number of marketing plans.
 |
PATHWAYS TO SUCCESS
Marketing plans can be a key to the success of your studio. If you use nothing else in Spectra, use this feature! Using it can significantly increase your sales revenue. For example, if you have a few empty time slots for sessions in a few days, you could use Spectra to find those clients who have already indicated an interest in conducting a fall colors session. Find those clients, call them up, and book those sessions. Be creative in how you use this feature, and be more successful. |
Studio Preferences – Marketing
If you enter client birthdays, anniversaries, or even the birthdays of family members, Spectra can automatically generate phone calls in advance of those occasions.
Open a client record that contains birthday or anniversary information and go to the Marketing tab.
On the list of Marketing
Plans Available,
you'll see entries like "Their Anniversary" or "Joe's
Birthday" in addition to the marketing plans you've created in
Marketing Plan Maintenance.
Spectra automatically creates these client-specific marketing plans
when you have birthday or anniversary information saved for a client.
Double-click on any of these plans to move it to this client's Marketing Plans Selected list. When you save the client record, any selected marketing plans will be 'activated' for the client.
Spectra will automatically generate a new phone call according to the settings you entered on the Marketing tab in Studio Preferences for date-sensitive marketing plans. So, in this example, a phone call will be generated 25 days before Joe's birthday to give him a call and see if he wants to have any pictures taken for his upcoming special day. This can be especially effective for clients with younger children.
