Editing Mindbody integration (section)

== Mindbody Integration ==

=== Introduction ===
The '''Mindbody integration''' allows users to seamlessly import customer data from Mindbody into ActiveCampaign. This automatic importer fetches your customer information and syncs it into '''ActiveCampaign''' as contacts, making it essential for businesses looking to streamline their customer engagement and marketing processes. By integrating with Mindbody, you can easily manage customer profiles and communicate effectively through targeted marketing campaigns.

This feature is particularly beneficial for health and wellness businesses, such as gyms, yoga studios, and salons, providing them with the tools necessary to enhance customer interaction while saving valuable time.

=== How to Access the Feature ===
To utilize the '''Mindbody integration''', you will need an ActiveCampaign account with a Plus plan or higher, as the automatic import option is not available for Lite plan users. It is also necessary to have an active Mindbody account.

=== Step-by-Step Instructions ===
Follow these steps to set up the automatic import:

# Open your ActiveCampaign account and select **Contacts** from the left navigation menu.
# Click on the **Import** option.
# Choose the Mindbody option available.
# A connection modal will pop up. Enter your '''Username''', '''Password''', and '''Site ID''' (also known as '''Studio ID''') specific to your Mindbody user account. Click **Next**.
# Select the contact list where you want to add your customers by clicking on it. This step is optional. Then click **Next**.
# On the next screen, choose between importing contacts and importing new contacts or importing contacts without including new contacts. If this is your first time setting up the Mindbody connection, click the **Click here to activate link**. This action will approve ActiveCampaign's access to your Mindbody account and data.
# You can also specify which contacts to import by entering a search phrase and selecting a search field. The first option under **Search Fields** combines a search across '''First Name''', '''Last Name''', and '''Email'''. Other options correspond to custom fields in Mindbody.
# Finally, click **Next** to complete your integration setup.

Your integration with Mindbody is now established. To edit or delete the integration, return to the Imports page and select the Mindbody app, then click **Edit** or **Delete**.

=== Configuration Options and Settings ===
The following fields will be synced from Mindbody into ActiveCampaign:

* '''First Name''' (system field)
* '''Last Name''' (system field)
* '''Phone Number''' (system field: prioritizes "mobile", then "work", then "home" phone)
* '''Email Opt In''' (custom field: whether the customer has opted to receive email reminders and notifications)
* '''Promotional Email Opt In''' (custom field: whether the customer has opted to receive newsletters and promotions)
* '''Client Status''' (creates a custom field indicating '''Member''' or '''Non-Member''')
* '''Client Indexes''' (translates to traditional custom fields in ActiveCampaign)
* '''Custom Fields''' (fields created in Mindbody are mapped into ActiveCampaign custom fields)

=== Best Practices and Tips ===
When using the '''Mindbody integration''', consider the following best practices:

* Ensure your Mindbody and ActiveCampaign accounts are properly set up and connected before initiating the import process.
* Regularly monitor your import activity to check for any syncing issues or discrepancies.
* Use the search criteria feature effectively to filter and import only those contacts that meet specific conditions relevant to your marketing goals.
* Consider periodically updating your contact lists within ActiveCampaign based on recent activity in Mindbody to maintain accurate and engaged customer profiles.

=== Common Use Cases ===
Some common use cases for the '''Mindbody integration''' include:

* **Customer Engagement**: Automatically syncing customer data from Mindbody helps ensure that your marketing efforts target the right audience.
* **Promotional Campaigns**: Use the synced contacts to segment your audience for specific marketing campaigns related to classes, promotions, or events.
* **Feedback Collection**: After classes or sessions, reach out to customers to gather feedback via email, ensuring ongoing improvement and adaptation of services offered.

=== Troubleshooting ===
If you encounter issues during the setup or process, consider the following troubleshooting steps:

* Ensure that your '''Username''', '''Password''', and '''Site ID''' are entered correctly.
* Verify that your Mindbody account is active and not restricted.
* If you do not see all your contacts synced promptly, remember that the importer can process a maximum of 500 contacts at a time. It may require additional time to complete all imports.
* For immediate data import needs, consider uploading a CSV file instead of using the automatic import.

=== FAQ ===
# '''What plans support the Mindbody integration?'''
The '''Mindbody integration''' is available for ActiveCampaign plans: Starter, Plus, Pro, and Enterprise.

# '''How can I edit or delete the Mindbody integration?'''
You can access the Import page, click on the Mindbody app, and then select either **Edit** or **Delete**.

# '''What should I do if I don't see all my contacts imported?'''
The importer processes up to 500 contacts at a time and may take more time to finish syncing all contacts. For immediate needs, consider uploading a CSV file instead.

# '''What fields are synced from Mindbody?'''
Fields synced from Mindbody include '''First Name''', '''Last Name''', '''Phone Number''', and various opt-in fields alongside custom fields defined in your Mindbody account.

# '''Can I define which contacts to import?'''
Yes, you can specify which contacts to import using the search criteria options provided during the integration setup.

# '''Does the integration run automatically?'''
Yes, the sync typically runs once or twice an hour for as long as the connection remains active.

# '''What happens to custom fields created in Mindbody?'''
Custom fields created in Mindbody are mapped into ActiveCampaign as custom fields, allowing you to retain relevant data during the syncing process.

For further information regarding the '''Mindbody integration''' or related features, refer back to the [[Integrations]] category.
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