How to set up personalized online contract offers

In this article, we will guide you step by step through the configuration and dispatch process.

• Simple Configuration and sending of Personalized Contract Offers
• What are Personalized Contract Offers?
• Configuration of Contract Offer Pages
• Creation of Templates
• sending the Contract Offers
• Tracking
• The Offer Web Page in Detail

Quick Guide for the necessary steps:

1. Set up the configuration for offer pages under Settings / Landing Pages.
2. Create templates for contract offers under Settings / Leads / Personalized Offer Templates.
3. Define discounts, validity, communication templates, and welcome text in the templates.
4. Send offers from various points via email / SMS.
5. Customize the texts of the webpage, email, SMS for a more personal offer.
6. Track the status and history of all offers in the tracking list.

Easily configure and send out Personalized Contract Offers

With our Software, you can send individual, time-limited offers with attractive discounts via email or SMS to your leads. This way, you can reach potential customers anywhere and seamlessly and efficiently transition from lead to member.

What are Personalized Contract Offers?

Personalized Contract Offers provide you with the following possibilities:

• Creation of individual, time-limited offers with discounts
• Sending the offers via email or SMS to prospects
• Seamless transition of prospects to members through simple online completion
• Flexible reach of potential customers regardless of time and place
• Detailed tracking of the offer status and progress
• Mobile-optimized, personalized offer web pages for the best user experience

Configuration of the Offer Pages

Before you can create personalized contract offers, you must first set up a page configuration. Follow these steps:

1. Navigate to Settings / Landing Pages / Personalized Offer Pages.
2. Ensure that you have already created a configuration for logos, colors, fonts, and tracking under Settings / Landing Pages / Basic Settings.
3. Click on Create Configuration, enter a name, and select the basic configuration.

In the configuration you have created, you can now make the following settings:

• Presentation: Here you set the header text.
• Expiry message: This appears when the offer is no longer available or has expired.
• Success message: It is displayed immediately after completion or when the page is called up later.
• Custom CSS: Here you can upload a CSS file for further adjustments if needed.
• Total and average prices: define how prices are presented to the customer

Configuration of a personalized offer page

Creation of Offer Templates

Once you have a page configuration, you can create templates for the contract offers:

1. Go to Settings / Prospects / Personalized Offer Templates and click on Create Template.
2. Give the template an internal name, select the offer page configuration, and a contract offer with duration/payment method.
3. Define the desired discounts and the validity period of the offer under Discount and Validity. → Please note: Discounts are possible at the level of the start package, membership fee, flat rates, and add-ons. Enter the amount of the discount, not the final price!
4. Choose under Communication Templates the standard email and SMS templates to be used when sending.
5. Enter a personal welcome text under Offer Web Page, which appears on the offer page.

Note: Subsequent changes to the template can directly affect still open offers!

Sending the Contract Offers

You have the option to send the offers from various points in your system:

• In the overview of prospect conversion (process phase or contact tracking) via "+" or the three-dot menu on the prospect card
• Via the Quick View of a prospect in the Offers tab
• In the prospect list under Incoming via the three-dot menu
• Directly under Leads / Conversion / Personalized Contract Offers

Ensure that the template is activated for the prospect's studio and contact details (email/phone) are provided.

When sending, you will see a summary of the offer and can adjust the validity in days.

Decide whether the sending should be via email and / or SMS. In the Webpage, Email, SMS tabs, you can personalize the pre-filled texts from the templates to make the offer more personal. The texts should be consistent in content. The system checks if the prospect has consented to communication – if this consent is missing, a warning will appear, but sending is still possible.

In principle, a prospect can receive several offers, but it is usually advisable to let old offers expire or be recalled before new ones are sent.

Tracking the Offers

You can find all sent offers and their status in the tracking list under Leads / Conversion / Personalized Contract Offers.

Possible statuses are:

• Sent, Received, Read, Error
• Offer opened
• Won, Expired, Withdrawn

For each status, the time of the last change is displayed. Via the three-dot menu, you have the option to withdraw an offer – then the Expired text that is stored in the configuration will appear on the offer webpage.

The Offer Web Page in Detail

Each offer receives a secure, individual link for the respective lead. The page is mobile-optimized and can also be used on desktop without any problems.

The structure is as follows:

• Personal Welcome Message: Stored in the offer template, can be personalized before sending
• The Offer:
  • Selection of included modules (if available)
    
    • Overview of services from the configuration of the contract offer
    • Listing of granted discounts
    • Selection of modules included in the offer (if available)
  • Form for entering contract data:
    • Existing data of the prospect is pre-filled for an easier conclusion
    • Contact details cannot be changed (offer not transferable)
  • Selection of optional chargeable additional modules
  • Services that the prospect can book
  • Summary and conclusion of the contract