You can now rank your customers into different categories, and promote them from their customer profile.
This ranking system can be reworded to Belt Tracking, Customer Rankings, or Challenges.
You can also have Momence automatically handle promotions for you -- based on a customer's number of visits or time spent within a category (known as Tenure).
You can even have Momence notify certain staff (admins or operators) when it's time to promote a customer manually, allowing you to control the conversation and make the customer feel seen for the hard work they've put in to get this promotion.
Momence can even notify the customer that they're ready for promotion.
To illustrate how the feature works, we'll use Belts as an example. But the concept will be the same for any business that uses customer categories like Challenges or Rankings.
Get Started
To activate this feature, click Apps and Integrations, scroll to Belt Tracking and click Activate.
Next, choose what you'll call these categories -- click Settings (in the bottom left of your dashboard) > then under Host Account, choose Wording Customizations.
At the bottom of the Wording Customizations page, you'll find options for Belt Tracking, Rankings or Challenges.
Note that there's a report (Analytics > Reports) to give you a bird's eye view of who ranks where, whether they're eligible for promotion or whether they were automatically promoted.
The name of this report will change depending on which term you choose above.
Create your category
Click Customers > Belt Tracking (or Customer Rankings / Challenges) > Add category.
Next, name it (ex. Karate) and choose from the following settings. Click Save.
With enable auto promotion, you'll be able to choose the promotion criteria on the following pages when you create individual belts.
If you enable promotion notifications, you'll be able to choose which staff roles receive the notifications.
Add your sub-categories
Then click Add Belt.
Name it and choose any promotion criteria that apply.
Choose your promotion criteria
Promotion criteria can be defined by number of visits or time spent in a category (Tenure).
You also have control over whether an auto-promotion occurs once the criteria are met, or if you'll simply be notified that the criteria have been met before you manually promote the customer. This is controlled at the Category level.
FAQ's
Where can I manually promote or assign a ranking to a customer?
If visits or tenure are beside the point (i.e. if your students just need to demonstrate specific capabilities to you to be promoted to a new category), then manual assignation or promotion of a student can be performed from their customer profile, like this.
After clicking Customers > Customer List > searching for the customer, you'll find this option to the right of the Activity tab.
Use the 'Assign' button or the dropdown menu to promote or demote the customer, like this.
Where can customers see their current rank?
In their mobile app, after they select your studio, they'll see an icon for belts (or Rankings / Challenges). From this page, they'll see their current rank and a history of their previous rankings.
What's the default message sent to staff and customers in the event of promotion eligibility?
In the event a customer becomes eligible for promotion (provided you've enabled notifications from the category's settings), here's what staff will see.
Here's what customers will see.
Where can I change the messages sent to customers and staff for promotion eligibility?
Click Studio Setup > Transactional Templates > search for Promotion > choose one of the first two templates.
