This article covers how to:
Create a tag
Create a sequence that auto-applies that tag to customers that hit a class visit milestone
Restrict booking of classes to just those that have this tag
Pull a list of customers that have already hit this milestone and tag them manually
Create a tag
Click Customers > Tags > New Tag
Name it something that helps you remember what it represents.
Create a Marketing Sequence that tags customers that hit this milestone
Click Marketing > Sequences > Create
For the Trigger, choose Class Visit and use the following criteria > click Create.
Then click Add Step > Add Action.
Make the Action a tagging of the customer and choose the tag you created.
Restrict booking from a class or class template level
Edit the class or template > scroll to 'Restrict who is eligible to book' > choose the tag > Save. Do this for all classes/templates that need this restriction.
This Sequence and Restriction setting will now look for all customers that hit this milestone, tag them, then make them eligible to register for this class.
Manually tag any customers that have already hit this milestone
Since the sequence only looks for customers that have just hit the milestone, we need to pull a list of customers that have already passed it by using Customer Segments.
Filter by visits > Save the Segment
Then run down the list and click each customer > edit their tags via Actions.
If this list is especially long, you can send a request to [email protected] to mass tag the whole list for you. Just grab the link to the segmented list at the top of your CRM and share it with them.