Member & lead group analysis

Permission scope: EVERYONE

Groups – your gym’s own lists – are how a broadcast picks its recipients, how an automation decides who it applies to, and how a coach keeps track of a cohort.

Two directions, and they are asked in almost the same words. One person – which lists has she ended up on, and which was she on before. One list – who is on it, how many, and a spreadsheet of them. Both work for members and for enquirers, which matters because the person asking about a mailshot often does not know which the recipient was.

A group is one of three things and Alphie always says which, because it changes what an answer means. Added by hand – somebody put them there, and he says when. Worked out from criteria – GymOS maintains it, so nobody chose to include anyone, and Alphie refreshes it before answering rather than reading a stored copy. Maintained by GymOS – a handful of built-in lists.

Example questions and prompts

• Which lists has Sarah ended up on?
• Why did this member get the lapsed mailshot?
• Is she on the newsletter list?
• Who’s in the Women group?
• How many people would that broadcast actually reach?
• What groups have we got set up?
• Was this enquirer on the open day list?
• Take me through who’s on our win-back list.

Worth knowing

• A criteria-based list is refreshed before you are told who is on it. GymOS keeps them up to date on a cycle rather than instantly, so the stored copy can be a day old – Alphie asks for it to be rebuilt, then reads it, and tells you which happened. That is the difference between a list you can act on and one that merely looks current.
• Nobody was “added” to a criteria-based list, and Alphie will not say they were. They matched, and they can stop matching without anybody touching anything. It is a small distinction that matters enormously in a conversation with a member who wants to know why they got something.
• He says when somebody came OFF a list – “she was on Newsletter Subscribers until 14 August”. He also says why as far as the record honestly allows: off a hand-made list somebody removed them, off a criteria list they stopped matching.
• Only active people are listed, and anybody left out is counted and said so – so a list of 31 that is really 34 with three archived members reads as exactly that, rather than quietly as 31.
• Ask with no list named and you get the catalogue – every group the gym has, with which sort each one is. That is also what happens when a name matches nothing, which is more useful than being told it does not exist.