March 2021 (2)

We are a week in since launching our email automation feature. We trust you've has the opportunity to implement some of the automation triggers, and your business operations have benefited from streamlining email communications with your customers.

We are please to advise that we have introduced a couple more email triggers to further assist your business with communication automation.

The additional triggers are:

  • Provisional Bookings - triggers an email when a customer partly completed an online booking.
  • Expiring Staff Qualifications - triggers an email to remind staff of qualifications or accreditation renewals

We have also added the ability to use the trigger-template tag as the subject line.

The Help Centre within Udio contains a complete description of all Email Automation Triggers. Go to HELP - EMAIL PLATFORM

Additional features you will now find in Udio include;

All Activity

Udio now tracks all interactions between your customer and Udio. Activity is tracked at the 'Person Level' within the People Page under Member Details.

An 'All Activity' report is available. It allows you to filter on an 'event', 'facility' and 'date range'. Another powerful report from Udio designed to help you better understand interactions your customers are making with your business, such as how many times make-ups are booked.

Purchases List Report

When you download the report, it will also contain Parent name, email address and phone number.

$ in Calendar

Indicating money is owed. The $ appears next to the persons' name in the Calendar 'Expanded' and 'List' view

Reversed Invoices Report

Now shows the value of the reversal

Vouchers List Report

This report allows you to search on different types of vouchers and if they have expired, have an expiry date. By clicking on the Advanced Search you can also search by Facility.

Voucher Summary Report

You can now view total number of vouchers per person, you can see how many each have and the type such as Make Up. You can also search by voucher type and/or person.

Easter and ANZAC closure dates

The Udio office will be closed from Friday 2nd April, opening Tuesday 6th April. We will also be closed on Monday 26th April for the ANZAC long weekend.