Advanced Customer Query: An Example

With advanced logic built into the Customer Queries feature in Rock Gym Pro, the options for parsing customer data are nearly limitless. Below is a simple example of how a gym might use an Advanced Customer Query. 

Example Query:
If you would like to know which customers purchased a specific class (e.g.; "Intro to Climbing") last year but did NOT purchase another specific class (e.g.; "Movement & Technique") you can find out in a few easy steps!

From Data Entry go to: Reporting -> Customer Queries

• Select Advanced Mode to allow logic like AND and subgroups
  
  
  
  
• Click the Add Conditions button on the bottom of the screen
• Check the box next to "Activity: Purchased Products"
  
  
  
  
  
• Select the product: “Intro to Climbing” and then select the "Last Year" shortcut button. 
  
  
  
  
• Click OK
  
  

Now, add a second condition

• Click on the Add Condition button
• Check the box next to "Activity: Purchased Products"
• Select the product: “Movement and Technique” and then select the "Last Year" shortcut button.
• Check the box next to: NOT this condition
  
  
  
  
• Click Review Query and RGP will display the number of customers who:
  Purchased an Intro to Climbing Class but NOT a Movement and Technique Class last year.
  
  
  

It's that simple! You can now:

• View a Quick Check-in and Sales Activity Reports for those customers
• Add those customers into Data Entry
• Add a Bulk Note to those customers
• Add a Bulk Tag to those customers
• Create a Contact List Report
• Save the Mail Merge CSV File
• Export all of the customer data into a CSV file
• Save the Email List as a Text File
• Start marketing your Movement and Technique class!