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Class & Marketing Status

Michelle
  • Updated

These two fields can be easily confused, but fulfill different roles within the Client Record.

What is the difference - Class vs Status

  • Class: is designed to reflect relevant segmentation of your clients, such as Gold, Platinum, AAA, etc
  • Marketing Status: is designed to reflect the current 'Status' of the client such as an Active, Archived, Cancelled or Deceased Client

Class

As mentioned above, a Class is used for client segmentation for differing levels of service, and possibly Service Packages.

By default, you will see the follow Class options included in your site:

  • Platinum
  • Gold
  • Silver
  • Bronze

Marketing Status

As mentioned above, Marketing Status allows you to record a client's current 'Status' with the business.

Default options that you will see for this field:

  • Cancelled - cancelled clients do not show up in searches by default and must be actively filtered to find results - it is best to mark cancelled/opted-out clients or prospects/leads that did not convert to a status of 'Cancelled'

  • Deceased - deceased clients will still show up in searches, so you will need to exclude these individuals when doing bulk communications
  • Do not mail - these are clients who have specifically opted out of receiving marketing material, but who are still active clients - you need to keep an eye on this field if you are using MailChimp to manage client communications to ensure that you are complying with relevant legislation
  • Existing - existing clients are clients that are active and actively being engaged with
  • Prospect - leads/prospects can be interacted with in the same way as 'Existing'/Active clients, however, marking them in this way enables you to target those specific individuals/entities

Editing the drop-down options

Your site is designed to be customisable, so you may wish to adjust the relevant options to better reflect your segmentation or appropriate marketing status options.

Class Options

  • Navigate to Settings > Customise Screens > Custom Fields
  • Under the Heading List of Components > Individual > Marketing > Information
  • Select on the edit pencil for Marketing Class

  • Select Edit Drop Down Values
  • Input new options that you wish to appear from the drop-down list

  • Select Save
  • You will then need to log out/back in to see the changes appear on your site

Marketing Status Options

  • Navigate to Settings > Customise Screens > Custom Fields
  • Under the Heading List of Components > Individual > Marketing > Information
  • Select on the pencil for Marketing Status

  • Select Edit Drop Down Values
  • Input new options that you wish to appear from the drop-down list
  • Select Save
  • You will then need to log out/back in to see the changes appear on your site

If you have any questions, please email our support team at cmsupport@openmarkets.com.au

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