Pulse Terms to Know
Terms to Know in Pulse
To help you better understand Pulse, here is a list of commonly used terms in Pulse for your reference.
- CRM: A CRM (customer relationship management software) is also your member management software. It allows you to keep track of everything in one place, from your leads to your members to your billing and attendance.
- CUSTOMIZATION: Customization in your CRM allows you to customize certain fields to match the needs of your school or gym. With Pulse, you can customize belt ranks, contact phases, triggers, and more.
- REPORTS: Reports in your CRM will pull information to give you a detailed overview and help you make decisions, whether it’s reporting on your inventory sales or how many leads purchases trials within a certain period of time.
- ALoM(average length of membership): This metric calculates the average length of membership(in months) for all of the members at your facility.
- BULK MESSAGES: Bulk Messages are mass text messages or emails you can send out to contacts through your Pulse system
- SAVED SMS REPLIES: For responses you frequently send to contacts, you can create saved SMS replies to easily copy and paste these responses when you want to use them.
- AUTOMATION: An automation is an action that is automatically set off by a trigger. For example, when a member misses a payment, that could trigger an automated payment reminder email.
- CAMPAIGNS: A campaign is a sequence of messages, both texts and emails, that are automated to send out to contacts subscribed to the campaign
- TRIGGERS: A trigger is something you set up in your member management system that sets off an action. That action could be something like an email sequence or payment.
- TRIGGER LOG: This is a list of every time a trigger has been fired in the system with details about what action and user kicked off the trigger
- MERGE TAGS: Merge tags enhance your messages and agreements by dynamically pulling in values. All merge tags will be formatted with double brackets at the beginning and end, all caps, and no spaces in between.
- SAFE HOURS: Safe hours are the hours during which SMS messages can be sent out from your Pulse account. Outside of these specified hours, no automated texts will be sent.
- CONTACT: A contact is anyone you’ve added to your member management system, whether it’s a prospective member, a current member, or a past member.
- LEAD: A lead is anyone that could potentially become a student or member of your gym. Think of it as anyone who may sign up for what you’re offering.
- TAGS: Tags are a way to organize and identify your contacts. Tagging your contacts allows you to easily filter and sort them by program, status, and more.
- SMART LISTS: These are dynamic lists that you can use to organize your contacts and send out different messages.
- OPPORTUNITIES: On the Opportunities board, you can track which of the contact phases your contacts are in.
- CONTACT PHASES: The customer journey will be the phases that you have set up for your contacts. Some examples of contact phases include lead, 1st follow-up, trial member, and current member.
- CALENDAR: In your Pulse system, you can create multiple calendars to be used to schedule appointments. You will need to link each calendar to a google account in order to set your availability.
- SCHEDULING PAGES: Scheduling pages are used to create booking links for appointments you offer, like one on one lessons
- BLOCKOUT DATES: If your facility is closed for the holiday, you can add blockout dates, which are dates when classes are not offered.
- MASS PROMOTIONS: For events where multiple members are promoting their rank, you can create a mass promotion.
- POS (Point of Sale): A point of sale system allows you to sell retail items and track the items that you’ve sold.
- PAYMENT PROCESSING: Payment processing in your CRM allows you to track and collect payment for trial purchases, membership purchases, recurring payments, and more.
- INVOICES: Invoices are receipts generated to record all of the transactions you process through your Pulse system. Y
- COUPONS: Coupons can be used to discount the price of your Membership rates or Downpayments,
- FULFILLMENT: You can make products in your POS fulfillable, meaning you can track when these purchases are distributed. The fulfillment center is where you can track which purchases still need to be fulfilled.
- SUPPLIERS: In your POS you can track which companies you use to supply different products. When creating a product, you'll be able to select which supplier it's from.
- PRODUCT OPTIONS: For each of your products in your point of sale, you can create multiple product options for each version of the products(i.e different colors/sizes)
- PIF (paid in full): Paid in full memberships are paid for upfront and do not have any reoccurring, regular membership charges.
- INTEGRATION: In terms of your CRM, an integration connects multiple programs so that information flows from one program to another. That means when a lead opts in on your website, the information will flow to your CRM.
- EXPORT: Exporting is the process of pulling information and transferring it to a source outside of your CRM.
- IMPORT: Importing is the process of transferring information from an external source into your CRM (for example, moving data from your previous CRM to your new one).
- ROSTERS: Rosters are how you are able to group your students based on what classes you want them to access to sign up for. Each roster will be assigned a style and certain classes so make sure you have already built out your classes and styles before creating your first roster.
- STYLES: Styles are the different ranking systems you use to track your member's progress.
- TOKENS: An API token is a unique identifier of your Pulse account that allows other websites or software to communicate and share information with Pulse.
- MEMBERSHIP GROUP: When building out your memberships in Pulse, you will first create groups to help organize them. We recommend you create a membership group for each one of your programs.
- MEMBERSHIP PRICING OPTION: Within your membership groups, you can offer different pricing options with different down payments and monthly rates. When someone signs up, they will need to select which specific pricing option they wish to sign up for.
- MEMBERSHIP TYPE: When you create memberships, you can specify what type of membership it is. Trial and Full are the default options you have in Pulse, however, you can build additional options, like legacy and upgrade.
- AUTO-RENEWAL LEAD TIME: This value specifies how many days before a membership is set to renew do you want new invoices to be generated. For example, if you had a 12-month membership and an auto-renewal lead time of 30 days, 30 days before that membership is set to renew, new invoices for the next 12 month period would be created.
- ACH (Automated Clearing House): This is another payment method you can offer for your members through stripe. This is an electronic transfer method where any charges will be transferred directly from the member's bank account.
- SOURCES: You can keep track of where your leads are coming from by including a source on their account. An example of a potential source could be a page on your website or a birthday party/event.