V2: Lead Contacts

Learn how to manage lead contacts with custom views, filters, and tracking tools in V2.

 

Table of contents

 

Permissions and accessibility

Staff access:

• Admin: Full access

• Manager: Full access

• Staff: No access

MyStudio plan restrictions:

• Starter: no access to in-app messaging

• Filter limits

  • Starter: save 3 filters

  • Growth: save 10 filters

  • Scale: save 20 filters

  • Legacy basic: save 3 filters

  • Legacy premium and white label: save 10 filters

 

^ back to top

---

Contacts general overview

What is the contacts section used for?

The contacts section lets you manage three types of people:

• Customers – Paying adults responsible for memberships

• Leads – Interested prospects who haven’t signed up for a trial or membership yet

• Participants – Anyone enrolled in a trial, event, or membership

You can customize columns, filter views, and adjust how many entries appear per page in all sections.

 

^ back to top

---

What is a lead?

A lead is someone who’s shown interest in your program but hasn’t started a trial or joined yet.

 

^ back to top

---

Leads table

Access leads table in V2

To access the leads table in V2:

1. Login to V2.
2. Go to contacts > leads.
   
   

 

^ back to top

---

Customizing the leads table

You can customize the leads table by:

• Required columns that cannot be unpinned from the table:

  • Name

  • Participant

  • Status

• Toggle columns on/off, reorder them, or pin them to stay visible. Available columns include:

  • Email

  • Opt-In Date

  • Paid Marketing ID

  • Phone

  • Source

  • Type

  • Program Interest

• Page size: Show 5, 10, 20, or 50 entries

• Search: Use name or contact info to find leads quickly

 

^ back to top

---

Lead communications

Send an email or mobile message to leads by:

1. Going to contacts > leads.

2. Check the box next to the desired leads.

3. Click either email or mobile message above the table.

4. Compose and send your message.

 

^ back to top

---

What is paid marketing id?

Our scale plan members have access to connect their Google Ad and Facebook Pixel marketing ids. This column tracks which specific ad or marketing campaign brought someone in. It is useful for evaluating paid advertising efforts.

 

^ back to top

---

Edit lead info

In order to edit lead info, including status, program interest, and notes, you will need to do so from V1.

1. Login to V1.

2. Go to all customers > leads.

3. You can edit the status or program interest or add a note directly from the table by clicking on it.

 

^ back to top

---

Create custom lead statuses, program interests, and sources

To create custom lead statuses, program interests, and sources, you will need to do so from V1.

1. Login to V1.

2. Go to all customers > leads > settings.

3. Click one of the category drop downs.

4. Click “add new field.”

 

^ back to top

---

Filters

You can filter the leads table by:

• Program interests

• Opt in date

• Status

• Source

 

^ back to top

---

Saving a filter 

To save a filter for leads:

1. In V2, go to contacts > leads.

2. Click the “more filters” button above the table.

3. Select the desired filters.

4. Click “save new filter.”

5. Name the filter and select whether you want to “email report for this filter.”

 

Once saved, the filter will automatically create a pin above the table for easy access. If you save more than three filters, the third pin will be replaced automatically with the newly saved filter, but these can be changed out easily.

 

 

 

^ back to top

---

Editing a filter

To update saved filters with different or new filter options:

1. In V2, go to contacts > leads.

2. Click on the pinned saved filter.

3. Open the filter options from the “more filters” button.

4. Edit the existing applied filters or add additional filters.

5. Click “update filter.”

 

^ back to top

---

Changing pinned filters above the table

The system only allows 3 pins above the tables to appear at a time, but if your MyStudio plan allows you to save more than 3 filters across the customer tables, you can easily switch out which ones show:

• Click the “x” on the tab to remove it from the view.

• Click the “+” button to select which filter gets pinned.

 

^ back to top

---

Why only 3 pinned filters?

We have limited saved pinned filters to 3 in order to allow seamless flow across devices including mobile views.

 

^ back to top

---

Sending filter reports

When saving a filter, you will be prompted to select whether to send the filter as a report. If you turn this on, you will also be asked:

• Report frequency: select how often to send the report

  • Minimum: once a week

  • Maximum: once a year (12 months)

• Which staff gets the report

 

^ back to top

---

Editing filter reports

To turn the reports on/off:

1. In V2, go to contacts > leads.

2. Click “manage filters” above the table on the right.

3. Turn the “email report” toggle on/off to pause or activate any existing saved filters.

 

To edit the report frequency or recipients:

1. In V2, go to contacts > leads.

2. Click “manage filters” above the table on the right.

3. Click the three dots next to the filter.

4. Select “edit email frequency.” 

 

^ back to top

---