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## Browse Collection 1. [Step-by-Step Guide to Understand Journeys](https://bookee.portal.trainn.co/9F1gErfImao-marketing/oarmcAuVXJ8-step-by-step-guide-to-understand-journeys.md) (Video) 2. [Creating Event-Based Automation with Intro Offer](https://bookee.portal.trainn.co/9F1gErfImao-marketing/mxsHS1dBq84-creating-event-based-automation-with-intro-offer.md) (Video) 3. [Journeys | How To Build An Intro Offer Automation!](https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation.md) (Video) 4. [ Guide to Setting Up the Lead Nurture Journey Template](https://bookee.portal.trainn.co/9F1gErfImao-marketing/eQp6omE66Cs-guide-to-setting-up-the-lead-nurture-journey-template.md) (Video) 5. [Guide to setting up Google review Journey template](https://bookee.portal.trainn.co/9F1gErfImao-marketing/zbpPABzLlu8-guide-to-setting-up-google-review-journey-template.md) (Video) 6. [ Guide to Setting Up the Milestone Journey Template](https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template.md) (Video) 7. [Creating Email Templates: A Step-by-Step Guide](https://bookee.portal.trainn.co/9F1gErfImao-marketing/sV5L3HAi8Zo-creating-email-templates-a-step-by-step-guide.md) (Video) 8. [Setting Up Announcements for Marketing and Promotions](https://bookee.portal.trainn.co/9F1gErfImao-marketing/w1JGoWLq9Uo-setting-up-announcements-for-marketing-and-promotions.md) (Video) --- # VIDEO: Guide to Setting Up the Milestone Journey Template ## METADATA - id: KZ81c66bQrZmjk96PXoesQ - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template - collection_url: https://bookee.portal.trainn.co/9F1gErfImao-marketing ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=0 text: Hi there. In today's video, I'll show you how you can use Milestone Journey Template. - time: 00:06 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=6 text: These are powerful automations for celebrating your members' success and achievements - time: 00:10 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=10 text: and boosting their overall engagement with your studio. - time: 00:13 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=13 text: After all, the goal of the Milestone Journey is that it automatically recognizes - time: 00:18 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=18 text: and celebrates important moments in your members' weakness journeys. - time: 00:21 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=21 text: And when members feel valued and appreciated, they're more likely to stay engaged with your studio. - time: 00:26 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=26 text: Let's get started. - time: 00:28 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=28 text: First, click on New Journey here. - time: 00:30 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=30 text: A bunch of templates appear here. - time: 00:32 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=32 text: Click on the Milestone Template. - time: 00:34 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=34 text: This journey tracks different wizard milestones. - time: 00:37 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=37 text: As you can see here, the rule block checks on the X number of wizards. - time: 00:41 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=41 text: That is, the first 50 wizards, the first 25 wizards, or the first 75 wizards. - time: 00:46 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=46 text: Now, let's customize these rule blocks. - time: 00:49 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=49 text: Perhaps you want to send a celebratory email when the person makes the first 10 wizards. - time: 00:54 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=54 text: To edit the rule block, just click on it. - time: 00:56 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=56 text: And here you will see the first wizard's rule filter. - time: 01:01 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=61 text: Here, key in the number. - time: 01:02 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=62 text: If it has to be a range, it could be like 10 to 15. - time: 01:07 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=67 text: Or if it is exactly on the 10th wizard that you want to celebrate their milestone, - time: 01:11 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=71 text: you can key in that number. - time: 01:13 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=73 text: Once you've made these changes, ensure that you save the filters. - time: 01:17 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=77 text: And then you can go on to add the remaining milestones. - time: 01:21 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=81 text: This could be continued with 20 wizards, 30 wizards, and so on. - time: 01:25 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=85 text: The journey tracks different wizard milestones - time: 01:28 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=88 text: and sends personalized communications to celebrate these achievements. - time: 01:32 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=92 text: Me celebratory emails are where the magic happens. - time: 01:36 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=96 text: Start with an engaging subject line and include your studio's branded images - time: 01:40 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=100 text: along with personal messages from your instructors. - time: 01:42 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=102 text: You can simply edit these communication blocks by clicking on the overflow icon here - time: 01:47 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=107 text: and clicking on Edit. - time: 01:49 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=109 text: It's always important to include a special incentive to keep members motivated. - time: 01:53 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=113 text: So please edit your emails and ensure that you add all of the elements that I mentioned - time: 01:59 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=119 text: that is changing the subject line, including branded images. - time: 02:02 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=122 text: And the body of the email could highlight pentence to keep your members motivated. - time: 02:08 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=128 text: This could be a discount code for their next package, a gift card to share with friends, - time: 02:12 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=132 text: a complimentary class as a reward. - time: 02:14 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=134 text: These incentives show real appreciation and give members a concrete reason to keep coming back. - time: 02:21 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=141 text: Go ahead and save the changes that you're making on the email. - time: 02:26 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=146 text: Make sure to create multiple rule blocks, each with their own unique rewards. - time: 02:30 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=150 text: For example, at the 25th visit, maybe you offer a free class. - time: 02:34 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=154 text: And at the 50th visit, you give out a special coupon codes. - time: 02:38 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=158 text: And at 100 visit, maybe you give a high value gift card. - time: 02:41 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=161 text: For maximum impact, I highly recommend you using the multiple channels that are available - time: 02:47 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=167 text: for you within journeys and not just emails. - time: 02:50 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=170 text: You even have push notifications and SMSs. - time: 02:53 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=173 text: These have particularly high engagement rates and SMSs are seeing up to 90% open rates. - time: 02:59 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=179 text: If you haven't set up SMSs yet, contact your customer success manager - time: 03:03 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=183 text: and they should be able to help you with the number. - time: 03:06 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=186 text: Before launching your journey, make sure to set your goal and exit criteria. - time: 03:10 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=190 text: If you want to learn more about how to set these, please check the description below. - time: 03:15 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=195 text: There's a link to the help guide. - time: 03:17 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=197 text: And before you set the journey live, double check all the links to your offers - time: 03:21 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=201 text: and that if all the buttons are linked to the right pages - time: 03:24 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=204 text: and the discount and coupon codes are all rightly placed. - time: 03:27 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=207 text: This is a very essential template for building community engagement in your studio - time: 03:32 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=212 text: and showing members that they're valued. - time: 03:34 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=214 text: I strongly recommend implementing this within a week if you haven't already. - time: 03:38 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=218 text: And this will strengthen your studio's relationship with your members. - time: 03:41 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template?start_time=221 text: I hope you continue to use journey templates to make the best out of Kenko. ## SUMMARY The **Milestone Journey Template** is a powerful automation tool designed to celebrate your members' achievements and boost engagement. Recognizing and celebrating key milestones in a member’s fitness journey fosters a sense of appreciation, making them more likely to stay committed to your studio. ### **Getting started: Creating a milestone Journey** To begin, click on **New Journey** and select the **Milestone Template** from the list of available templates. This journey is designed to track **different visit milestones,** such as: - First **10** visits - First **25** visits - First **50** visits - First **75** visits Each milestone is automatically recognized, triggering personalized communications to celebrate achievements. ### **Customizing rule blocks for milestones** To personalize milestone tracking: - Click on the **rule block** to edit it. - Adjust the visit count to match the milestone you want to celebrate (e.g., **10th visit** or a range like **10-15 visits** ). - Save the filters after making changes. - Continue adding additional milestones (e.g., **20 visits, 30 visits,** and so on). Once set, the journey will automatically track and reward members as they reach each milestone. ### **Creating impactful celebratory emails** **Email personalization** plays a crucial role in making members feel valued. To edit email communications: - Click the **overflow icon** next to an email block and select **Edit**. - Modify the **subject line** to make it engaging. - Include **branded images** and **personalized messages** from instructors. Here’s a quick [tutorial on how you can edit your emails](https://bookee.portal.trainn.co/9F1gErfImao-marketing/sV5L3HAi8Zo-creating-email-templates-a-step-by-step-guide). ### For **maximum impact** , consider adding: - **Special incentives** such as discount codes for future packages. - **Gift cards** members can share with friends. - **Complimentary classes** as rewards for loyalty. These elements enhance motivation and encourage continued participation. ### **Incorporating multi-channel communications** While emails are effective, using **multiple channels** like **push notifications and SMS** increases engagement. - **SMS messages** have an open rate of up to **90%** , making them a valuable addition. - Contact your **customer success manager** at [support@bookeeapp.com](mailto:support@bookeeapp.com) for assistance if SMS functionality is not yet enabled ### **Final steps: setting goals and exit criteria** Before launching the milestone journey, define: - **Goal criteria** : Ensure the journey aligns with business objectives (e.g., members reaching a specific visit count). - **Exit criteria** : Determine when members should leave the journey after achieving their milestone. For a detailed guide on setting goals and exit criteria, refer to this [help guide](https://help.bookeeapp.com/en/articles/9887110-mastering-goal-and-exit-filters-to-optimize-your-journeys). ### **Launching the Milestone Journey** Before setting the journey live: - Verify all links to offers and rewards. - Ensure button texts and URLs direct users to the correct pages. - Double-check discount and coupon codes for accuracy. This template is essential for **enhancing member engagement, strengthening community bonds, and increasing retention**. Start using **Milestone Journey Templates** today to celebrate your members and build lasting relationships!