Xplor Growth 101 Terms

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Xplor Growth Terms

Your go-to guide for key terms to know

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Terms

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Automation

Account (HQ)

Email (Marketing)

Auto-Tag

Account (Child)

Email (Scheduled)

Account (Mini HQ)

Condition

Email (Text Only)

Email (Transactional)

Assets

Contact

Email (Full Design)

Entry Rule

Auto-Action

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Terms

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Livestream Manager

Exit Goal

Pushed Corporate Email

Marketing Calendar

Follow-Up Management

Relative to Today

Forms

Merge Tags

Re-Opening Waiver

Segment

Franchise Mapping

Milestones

Opt-In

Smart Segment

Landing Page

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Terms

Sync Items

Standard Segment

User Groups

Timeline

Smart Rule

Waiver

SMS

Time Delay: Immediately

Win-Back

Xplor Growth Tag

SMS (Transactional)

Twilio

Twilio Compliance

Xplor Marketplace

Syncing

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Terms Sheet

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Pushed Corporate Email: A scheduled email created in an HQ account to push into the child accounts’ marketing calendars. Pushed corporate emails can be made editable or view-only from the location level.

Landing Page: A product-specific checkout page with optional auto-applied discounts. They can be shared with contacts to purchase a credit or membership and can include products not published in the booking software buy page.

Twilio: Xplor Growth’s communication (SMS) provider.

Transactional Email: A transactional email contains information on a contact’s reservation/waitlist, purchase receipt, messages to the class, etc.

HQ Account: A master account that is not connected to a specific location but used to build automations to sync to child accounts. From this master account, you can also sync contact and merge tags, email templates, pushed corporate emails and transactional messaging templates to your connected child accounts.

Xplor Marketplace: Directory to browse, find, and connect with partners that will help you across many categories including copywriting, business consulting, digital marketing, staff management, and more.

SMS: Short Messaging Service AKA a text.

Child Account: The locations under an HQ account where automations and corporate emails can be pushed into. Each location at the business has its own child account.

Segment: A group of contacts that can be manually uploaded via .csv (standard segment) or automatically populated (smart segment) if they meet the set conditions.

Smart Rule: Rule assigned to a segment to pull contacts into the segment. Considered smart because they are always updating (NOT in real-time; approximately within 60-90 minutes).

Text Only Email: An email that only allows for text, such as an email sent from your Gmail or Outlook account. This does not refer to an SMS text message.

Auto-Action: Staff task management tools that automatically generate to-dos (tasks and phone call reminders) regarding the contact or automatically tags the contact based on the set conditions.

Mini HQ: A mini HQ lives under the main HQ brand but holds multiple child accounts within it. Mini HQ accounts are utilized when an owner has multiple locations under a brand.

Xplor Growth Tag: Tags are used to identify and categorize contacts. They can be especially helpful when trying to group a specific segment of contacts based on data that isn’t captured in your booking software and can be used to auto-tag contacts in an automation.

Smart Segment: A dynamic list of contacts that are automatically pulled in if they meet the set conditions through a smart rule.

Follow-up Management: A management page that displays all tasks, either from an automation or manually added. All tasks can be assigned to team members or a user group if they are unassigned.

Syncing: The act of pushing information (e.g. automations, tags, templates, etc.) from the HQ account down to a child account.

Win-Back: Someone who has not attended the studio over a length of time that you’re attempting to get back into the studio.

Transactional SMS: Text message sent to share transactional information, not marketing messages. For example, a text notification when you’ve been moved off the waitlist into class.

Sync Items: While the Sync Changes to Content and Sync Changes to Rules buttons pushes the changes to all locations the automation is synced to (either syncing the rules to the overall automation or just the content), the individual Sync Item buttons for each location is what syncs the status or rules on an item or sync new items that are added on an individual location basis.

Livestream Manager: This feature enables you to automatically send registration confirmations and reminders for your classes, including the essential virtual links your clients need to access the livestream classes.

Twilio Compliance: Required information to enable SMS in Xplor Growth.

Marketing Calendar: The calendar displays items with a due date in Xplor Growth (tasks and phone call reminders created as one-offs or generated as part of an automation) and scheduled emails.

Condition: Datapoint used to qualify contacts for actions within an automation. Conditions in automations are forward-looking only. Conditions are also used in smart segments, to pull contacts into a group. If more than 1 condition is selected, it becomes an AND statement. For example, all conditions (condition 1 AND 2) must be met.

Merge Tag: A piece of code that looks like [%TEXT%]. Merge tags are used to automatically pull in the information filled in for that specific merge tag wherever the merge tag is used.

Time Delay - Immediately: A time delay option for auto-messages in an automation for the message to send out immediately after a contact meets the specified condition(s). Note that while the name suggests an immediate send, it may take 30 minutes to a few hours.

Waiver: A customizable waiver acknowledging an update or condition unique to the studio that requires customer sign-off. Waivers tend to include specific legal terminology relating to the business as a whole, or to specific events or workshops.

Assets: Digital material such as text, graphics, logos, pictures, audio, animation, etc. owned by a business. Assets also include account saved email templates and tags.

Re-Opening Waiver: When this feature is enabled, Xplor Growth automatically sends your required waiver to contacts an hour before their next class, if they have an outstanding waiver.

Relative to Today: A timeframe option used in a condition configurations to qualify if a contact’s actions happened within a timeframe based on today’s date. Unlike static timeframe options that are based on the selected, fixed calendar date(s), the relative to today drill-down options are always dependent on a given day.

Franchise Mapping: Associating a membership, credit, class type, or tags from the HQ master account to a child account's equivalent membership, credit, class type, or tag.

Forms: Branded forms that can be created and sent out or hosted on your website to capture any information you want to collect.

User Groups: Organized grouping of users in which you can assign tasks (e.g. Front Desk, Managers, etc.).

Scheduled Email: A scheduled email is a single email sent to contacts, such as an email blast about a sale or newsletter.

Timeline: All Xplor Growth events pertaining to the contact are visible within a contact’s timeline in their profile. Depending on your booking platform, events that occur on the booking platform (e.g. purchases, reservations, etc.) are also logged.

Milestone: Milestone visits typically refer to a celebratory visit count (e.g. 50th, 100th, 300th check-in). When the Milestone condition is used, Xplor Growth counts a contact’s total check-ins.

Automation: An automated series of auto-messages and auto-actions to achieve an aim. Contacts enter an automation when they meet an entry rule and exit if an exit goal is set up. The selected conditions are the qualifiers for each aspect of the automation and determine whether or not a contact enters/exit an automation or gets an auto-message or auto-action.

Contact: Individual profiles associated with a unique email address.

Opt-In: Agreeing to receive communication such as updates, promotions, reminders, alerts, or other information via email or text. You can opt-in or out of marketing emails (not transactional emails) and opt-in or out of email or SMS communication.

Marketing Email: Marketing emails contain notifications for updates and promotions.

Entry Rule: Condition(s) that determine if and when a contact should enter an automation. All automations have entry rules.

Standard Segment: A static list of manually added contacts in a segment, either via a .csv file upload or individually added.

Auto-Tag: An auto-action that automatically tags contacts when they meet a rule.

Exit Goal: Condition(s) that determine whether the contact is automatically removed from the automation by meeting the objective of the automation. Not all automations have exit goals.

Full Design Email: An email that allows for email design, including branding, images, button, links, and more.