Client Engagement & Re-engagement

Client Engagement & Re-engagement

The engagement dashboard helps you understand which clients are thriving, which are drifting away, and which you've lost. Use re-engagement campaigns to bring inactive clients back.

Engagement Categories

Stillpoint automatically categorizes clients based on their booking history:

• Active -- Booked or attended an appointment recently
• At-risk -- Booking frequency has declined compared to their pattern
• Lapsed -- Haven't booked in a significant period but were previously active
• Churned -- No activity for an extended period, unlikely to return without outreach
• Inactive -- Never completed more than one or two sessions

Viewing Engagement Data

Navigate to Engagement in the sidebar to see:

• A breakdown of clients by engagement category
• Filters to drill into each category
• Last visit date and total visits for each client
• Bulk selection for campaign targeting

Re-engagement Campaigns

Create targeted email campaigns to bring clients back:

1. Select a group of clients by engagement category
2. Click Create Campaign
3. Choose a campaign template or write a custom email
4. Set the trigger timing -- send immediately or schedule for later
5. Configure a follow-up sequence with additional emails if they don't respond
6. Set exclusion rules to skip clients who've already rebooked or opted out
7. Launch the campaign

Bulk Actions

• Send campaign to a filtered group of clients
• Export the list for external outreach
• Mark as inactive to remove clients from engagement tracking

Tips

• Focus your re-engagement efforts on "at-risk" and "lapsed" clients -- they're the most likely to return
• Personalize campaign emails with the client's name and last service for better results
• Review engagement trends monthly to catch declines early