Club Settings can be found under Admin > Club and is where you can set various settings for each of your InTouch sites. The page defaults to show the Lead Capture Settings for each of your sites. Use the left side menu to access each additional area.
To update multiple clubs at once, set the settings on just one club and select Update. Select the sites you want to apply these same settings to and then select Update. Settings are managed by each 'container' allowing you to more flexibility on which settings you wish to apply to other sites.
Lead Capture Settings
Email/Phone: This sets whether Email Address or a Phone Number (or both) are required for staff to add or update a lead. The most common setting is Either. This ensures staff have some sort of contact information, but still allows them to add a lead for contacts that may not be willing to provide both email and phone.
Lead Source: This determines whether staff can change a Lead Source once a lead has been added. Editing a Lead Source after the fact will also update Lead Source reporting. Some System sources such as Referrals may not have the ability to be changed once added.
Make Sale Process
Set various reminders for staff when they select Make Sale on a Membership lead. Any setting of Show will display a reminder in the Make Sale process as well as a link to Book or Add that setting.
To change a setting, select the desired Toggle position and select Update.
Make PT Sale Process
Set various reminders for staff when they select Make Sale on a PT lead. Any setting of Show will display a reminder in the PT Make Sale process as well as a link to Book or Add that setting.
Different countries have different rules around contacting someone by text, email, or phone call. These settings let you set the default of whether each field should be Subscribed/Unsubscribed or Can/Can't Call.
Default settings are automatically applied for any lead created from an external source, such as web leads, Zapier leads, kiosk leads, etc (unless the lead is given the option to set a specific preference).
Staff will have the ability to set a preference for the contact when adding a lead. For various countries, such as the US, where only the owner of a mobile number can set their text message preference, the option will be whether or not to send a text opt-in request to that lead right away.
- For US clubs, you may want to keep Email as Subscribed and allow contacts to Unsubscribe at their own will. All automated emails (regardless of country) do include the required Unsubscribe option.
- For Canadian clubs, to comply with with Canadian Spam Act, you may want to set everything to Unsubscribed so staff are prompted to ask if they can contact their lead by text, email, phone and subscribe as applicable.
Alert options include the ability for a staff person to receive an Email and/or Text Message when a contact sends a Text Message to the club. Contacts can have multiple staff (or owners) associated: Membership Lead Owner, PT Lead Owner, Member Owner. Since the contact could be sending the text to any of these owners, all owners of that contact will be alerted.
Text message options vary by country. Opt-in rules apply where applicable (e.g. US staff must be opted in to receive automated text messages).
Set Trial Length Limit
When moving a lead to a Trial, staff can assign a trial for a specific duration (e.g. 7 days, 14 days, etc) for that contact. This setting allows you to control the length of your club trials by providing a minimum number of days allowed and a maximum number of days allowed, along with a default setting. Set your default to the most common (or recommended) trial length for your club.
For a video tutorial on Club Settings, check out this video
Club Settings begins at 0:56 (56 seconds in)