Track More Customer Information

Last night's update included more client information updates. You can now save different types of dates that you want to track. By default we have entered Anniversary, Birthday, and Graduation as dates for your to track. You can edit or delete those default date types and add your own by going to the Clients section of the Basic and Professional Suite and then clicking on the tab labeled "Settings".

Next to the "Date Types" tab is the new "Tags" tab. The tags tab allows you to add tags that will help you quickly find customers for marketing campaigns. For example, you might have a tag for "Newborn pictures" or something similar.

Once you have added types of dates and tags that you want to keep track of you can add that information to your clients and prospective clients in the Basic and Professional Suite.

StudioCloud, It's just that Easy

Tracking Relationships

Last night's update included the ability to track relationships between people in your client list. In the Clients section on the Settings tab you can enter the types of relationships that you track in your studio. Then when you create a new client or update an existing one you can add relationships for that client. Whether it is a grandparent, spouse, child, or even a pet you will be able to track those types of relationships.

The relationships tracking will be used for creating marketing campaigns in an upcoming update to the CRM. Check back here for the latest updates.

Keep Track of Your Referrals

Have you ever wanted to be able to keep track of where your customer's are coming from? Maybe you want to offer referral rewards to existing customers or you need to know whether or not a marketing campaign is working for you studio? Well now you can do it all right inside of StudioCloud. Last night's update included a referral field in the create/edit client and prospective client. Simply click the button labeled "Update Referral" and you will see three options to choose from:

1. Client was referred by another customer


2. Client was referred by a marketing campaign


3. Client was referred by something or someone else

The first two options allow you to select a client or marketing campaign from your lists. The last option gives you a blank text field to type anything you want.

You can set up marketing campaigns in the just released Customer Relationship Manager (CRM). To learn how to use the CRM we encourage you to watch the video tutorial that will step you through the current functionality of the CRM and how to use it. Don't forget to setup your email accounts so you can use the email marketing that is built in to the CRM.

Check back soon for reports that will give you an idea of where your customers are coming from.

StudioCloud, It's just that Easy

Tracking Prospective Clients

Last night's update provided an additional client list to keep track of your "Prospective Clients". You can add/edit/delete prospective clients from your list and easily convert them to regular clients. Keeping your clients and prospective clients separate will keep your client list from getting disorganized.

Separating prospective clients from clients will also come in handy when preparing marketing campaigns in the upcoming CRM. That way you can easily target your marketing specifically to potential customers.

StudioCloud, It's Just That Easy!

Feature Updates

1) A change to printing and emailing invoices
a. After you click print or email it will pop up a box with various options. If you click email, one of those options is to modify the email address you want to send it to
b. To print an invoice with notes you click print/email and click the box that asks about notes
c. You can print your entire packages information in the invoice or just the basic package info

2) When you add a new client from any of the create/edit calendar session windows it automatically adds the client to the list for the session you are scheduling.

3) Track Organizations
a. Under Clients there is a tab Organizations where you can track different organizations and the individual clients that are associated with that organization. For example, you can assign seniors to the high school they attend. This will allow you to run reports in the CRM (coming soon) to track your most profitable school, send out targeted mail/email campaigns, and find the average sale per school.

StudioCloud, It's Just That Easy!

Export Contacts

At this time you can export your contacts for mailers, etc by using the Offline Reader. You can export in either CSV or XML. In the future you will be able to use StudioCloud CRM for doing targeted marketing mailer and email campaigns.