Automation and Integration Made Extra Easy. How the Mindbody to ActiveCampaign Integration can Simplify Your Life
By Jay-Are Ocero in Blog Blog | 5 minute read
Automation And Integration Made Extra Easy

If you run a fitness- or a health-related business, then you’ve certainly heard about Mindbody. What am I saying? You probably haven’t just heard of it, you’re using it on a daily basis.

After all, they are the leader of their niche.

That comes as no surprise. Mindbody is an all-in-one wonder that helps you seamlessly run your business. However, in order to leverage it to the fullest, you need a bit more than the monthly subscription.

You also need to:

  • Learn all its ins and outs (and there are SO many of them)
  • Get serious about choosing the right reports to save and use to get the right insights
  • Know how to tag clients and when to do it

Here’s the catch, though: as any ultra-powerful tool, Mindbody can become too much at some point, especially if you try to use everything the solution has to offer.

It can be overwhelming — and not just for a beginner, for everyone. 

If this is not the first time on the Cazoomi blog, you already know that we have two major goals, both powered by innovation:

  1. To make your life easier through the right integrations
  2. To make your business more profitable through the same integration that helps you seamlessly bring together your sales, marketing, eCommerce, finances, operations, and more.

Our Mindbody Online to ActiveCampaign integration does both those things. Before we dig into how it does them, take a quick look at our expert tips on how to leverage Mindbody + ActiveCampaign to the fullest:

Mindbody to ActiveCampaig Flowchart

By the way, did you know you can integrate Mindbody and ActiveCampaign 100% FREE? Click here to get started — it’s super easy and you don’t even need a credit card!

  • Don’t Automate Everything. Just What You Need

The most common mistake when you use a CRM or a marketing automation tool is to put everything on autopilot. Don’t do that. 

What you need to automate differs from business to business. Sometimes, some things are better left to humans.

In order to test out what works for you, start small. Automate one flow, then another, then add an email campaign to the mix.

This will also give you plenty of time to really learn your new toys. It’s easier to take the time to understand them than to spend ages putting out fire after fire.

  • Remember that it’s Your Turf

Every marketing automation tool comes with a few predefined campaigns or modules. They are great to get you started. But you shouldn’t stop there.

Poke around to see what would fit your needs. (More on that below, including an example on how to personalize your marketing easily in SyncApps by Cazoomi).

  • Mix Automation with DIY

Yes, templates and predefined fields are great. But your business isn’t built after a template, is it?

Don’t be afraid to experiment and build your own flows and your own tags. That’s why custom field mapping is a thing!

  • Remember that You Are Not Alone

It’s hard to figure everything out on your own, especially if it’s the first time you use a marketing automation solution.

But you don’t have to spend hours on end clicking everywhere. That’s why we’re here for you 24/7. Drop us a line ANYTIME or schedule a call.

We’ll get you set up so you can use our powerful Mindbody to ActiveCampaign integration in HOURS, not days.

Pop quiz: did you know that our stellar customer care is one of the things we’re best known for? Take a look at these independent, third-party reviews to understand why when we say we can get you set up in hours, we really mean it!

Now that we’ve covered the general stuff about leveraging Mindbody without driving yourself crazy, let’s take a closer look at how integrating it with ActiveCampaign works.

(Spoiler alert: it’s easier than you think!)

Mindbody to ActiveCampaign Integration Highlights

Let’s take a look at how to Integrate your Mindbody Clients and ActiveCampaign using the easy segmentation features in SyncApps.

Segment ActiveCampaign List and/or Tags by Products, Classes, and Appointments, and Services for easy navigation, use who purchased those Mindbody Products, Classes and Appointments, and Services, and for targeting specific email campaigns for product promotions and such.

Mindbody Segments Clients

Using our Filtering and Segmentation feature, a Powerful SyncApps feature where you can filter and segment-specific records based on the configured criteria will also help you manage and organize Mindbody Clients to ActiveCampaign email lists, and Tags.

Filtering and Segmentation

Segmenting your target audience via SyncApps using Filtering & Segmentation from Mindbody to ActiveCampaign can lead to phenomenal results in open rates and getting to know your fans!

Segment Target Audience

Field mapping will also help update fields such as Client information like client indexes etc, to match fields 100% updated on both sides.

Field Mapping

Opt-outs / Unsubscribes are automatically managed as well between ActiveCampaign and Mindbody Online.

Mindbody to ActiveCampaign

Mindbody to ActiveCampaign

Mindbody with ActiveCampaign Major Features:

  • Integrate unlimited Mindbody clients to ActiveCampaign List(s) and Tag(s) with bidirectional data flow and marketing opt-out preferences.
  • Sync Mindbody products, classes, and appointments to ActiveCampaign in real-time with an easy to use Scheduling feature.
  • Custom Field Mapping between both systems.
  • Integrate Prospects in Mindbody from ActiveCampaign landing pages.
  • Assign Client Indexes to Mindbody clients over to ActiveCampaign.
  • Segment Mindbody clients by Classes, Events, Appointments, or Purchased Products. ActiveCampaign List(s) or Tag(s) will be created for each Purchased Product Name, Classes, Events/Workshops, or Appointments.
  • Filter and Segment only those records which meet specific criteria from Mindbody Online.
  • Opt-Outs managed automatically between Mindbody Online and ActiveCampaign.
  • Mindbody Online always takes higher precedence over ActiveCampaign. Any contact changes in Mindbody Online will always be synced to ActiveCampaign.
  • Contact data is synced from ActiveCampaign only if the email address doesn’t exist in Mindbody Online at the time of syncing or Update Field Mapping is enabled.

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