Pulse Based Tags

Modified on Tue, 19 Sep 2023 at 09:35 AM

Before we dive into what a Pulse Based Tag is and how it can be created, let's first review what a pulse is in the first place. 

What is a Client Pulse?

Every day the system will give a "Pulse" to all client's that have one of the following on their account:

  • Active Membership
  • Active Class or One-on-one Pack
  • Active Intro Offer
  • A future registration

A client also gets a pulse when they make a purchase or register for something. This is a great way to know which clients are active in your system.

Now that we know what a Pulse is, let's talk about how to leverage it in conjunction with Tags! 

To access your Tag Management screen you want to go into the Setup area of your Admin and select Client Tags. From there, in order to create Pulse Based Tags you will click on the gear icon.

Once clicked, a new Client Tag Settings tab will appear on screen which will allow you to set tags that can be Pulse Based. To add a tag to the list, click + Add Tag. 

+ Add Tag will open a new drop down menu which allows you to add a current Tag to your list of Pulse Based Tags or create a new Tag and simultaneously add it to your list. 

Once you select a Tag it will add to your list of Pulse Based Tags. From here, you can repeat the process and add one, a few, or many Tags to your list!

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