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Medallia Concierge for Health & Fitness
Health & Fitness Services Configuration Overview: Trial Conversion
Health & Fitness Services Configuration Overview: Trial Conversion

Recommended platform setup for converting trials into paid members

Updated over a week ago

Use Medallia Concierge to convert free trial participants into paid members by engaging with them through the trial period by keeping them updated on classes, days left until trial expires and even send promotional offers for sign up.

Here is our recommended configuration for using Medallia Concierge as an essential tool for converting your free trial participants.

KEY INTERACTIONS to think about:

  • Welcome new members shortly after they sign up - engage quickly to begin the relationship!

  • Communicate with trial members prior to them attending their first fitness class with what to bring, tips for the workout, etc.

  • Send a notification that a member’s trial is ending soon, offer incentives and encourage membership!

  • Send a ‘Thank You’ or ‘How was your first class’ after completion. Great way to gather feedback and continue the dialogue.

TEMPLATES to create to help standardize replies to FAQs:

  • Welcome Message Template

  • Class Schedule Template

  • Hours Template

SEGMENTS to create to help you with grouping your clients by key attributes:

  • New signup segment

  • First Visit, Trial

  • Attend class, didn’t enroll segment

  • Trial ending soon, no signup

ZINGS to create to automate your communication and processes:

  • Welcome Zing

  • First Class/Visit Pulse Check Zing

  • Trial Ending Soon Zing

Want to see a step by step walkthrough of this and other Health & Fitness use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.

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