Assign Client Indexes to your MINDBODY clients to sync to MailChimp and Infusionsoft

MINDBODY Segmentation By Client Indexes

Get Client Indexes for MINDBODY to do the heavy lifting so your customer marketing automation can take over!

MailChimp for MINDBODY Example:

See how an MINDBODY Client Index, as well as any Custom Field, can be mapped for easy segmentation in MailChimp.

save image

*Segmentation by MINDBODY Client Indexes will allow every client in MINDBODY to sync with all field mapping, Client Indexes setup in each Sync Profile integration in Step 4.  

MINDBODY Client Indexes are a great way to segment your client's demographics and segmentation in your marketing automation solution like MailChimp and Infusionsoft.

MINDBODY:

This feature allows you to set up different categories (e.g. Location, Age, Education, Height, Weight, Income, Reason for Visiting, etc.) Then you create values for each index (e.g., the values for Location could be: West Coast, East Coast, Mid-West; the values for Height could be: < 5 feet, 5–6 feet, > 6 feet; Weight: Less than 100 lbs, 100–130 lbs, 130–160 lbs; etc.) Once you've created the indexes and index values, you can assign them to each one of your clients.

This feature allows you to set up different categories (e.g. Location, Age, Education, Height, Weight, Income, etc.) Then you create values for each index (e.g., the values for Location could be: West Coast, East Coast, Mid-West; the values for Height could be: < 5 feet, 5–6 feet, > 6 feet; Weight: Less than 100 lbs, 100–130 lbs, 130–160 lbs; etc.) Once you've created the indexes and index values, you can assign them to each one of your clients.

ref: https://mindbodyonline.zendesk.com/hc/en-us/articles/203259183-Client-Indexes

Try it out in the Field Mapping Step 4 of your Sync Profile for Infusionsoft and MailChimp.

List_Fields_and___MERGE___Tags_for_Test_List___MailChimp__1_.png

*MINDBODY Client Index: Primary Reason for Visiting | MailChimp Merge Tag 7 = Comments

Available in all SycnApps trials and paid plans.

      

Have more questions? Submit a request

Comments