Get Client Indexes for Mindbody to do the heavy lifting so your customer marketing automation can take over!
Let's take a look at a Mailchimp for Mindbody Example which will apply to other integrations just the same way.
See how a Mindbody Client Index, as well as any Custom Field, can be mapped for easy segmentation in Mailchimp.
Segmentation by Mindbody Client Indexes will allow every client in Mindbody to sync with all field mapping, Client Indexes setup in each Set Up integration in Step 4.
Mindbody Client Indexes are a great way to segment your client's demographics, contracts, and segmentation in your marketing automation solution like Mailchimp, ActiveCampaign, and Infusionsoft by Keap.
In Mindbody 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.
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