What is Deal Management?
Deal management helps you create and track special offers, promotions, and discounts for your club. Whether you’re offering a new member discount, a seasonal promotion, or a special package deal, this system helps you manage the entire process from creation to completion.Key Features
Deal Creation
- Create custom deals with specific terms
- Set deal values and discount amounts
- Define deal duration and expiration dates
- Link deals to contacts and memberships
Deal Tracking
- Track deal performance and conversion rates
- Monitor revenue impact of each deal
- View deal statistics and analytics
- Export deal data for reporting
Deal Management
- Edit deal details and terms
- Activate or deactivate deals
- Duplicate deals for similar offers
- Archive completed deals
Creating Deals
Basic Deal Setup
- Go to Marketing → Deals
- Click Add Deal
- Enter deal name and description
- Set deal value and terms
- Choose deal type and category
- Set expiration date if applicable
- Save the deal
Deal Information
- Deal Name - Clear, descriptive title
- Description - Detailed terms and conditions
- Value - Discount amount or percentage
- Type - Fixed amount or percentage discount
- Category - Group deals by type
- Status - Active, inactive, or expired
Deal Terms
- Discount Type - Fixed amount or percentage
- Minimum Purchase - Required spending amount
- Maximum Discount - Cap on discount amount
- Valid For - Specific memberships or services
- Expiration Date - When the deal expires
Deal Types
New Member Deals
- Welcome discounts for first-time members
- Trial memberships at reduced rates
- Sign-up bonuses and incentives
- First month free offers
Retention Deals
- Renewal discounts for existing members
- Loyalty rewards for long-term members
- Upgrade incentives to higher tiers
- Referral bonuses for bringing friends
Seasonal Promotions
- Holiday specials and limited-time offers
- Summer/winter membership deals
- Back-to-school promotions
- New Year resolution offers
Service-Specific Deals
- Class packages at discounted rates
- Personal training bundles
- Spa services promotions
- Equipment rental deals
Deal Management
Viewing Deals
- All deals displayed in a table
- Filter by status (active, inactive, expired)
- Sort by date or value
- Search by name or description
Editing Deals
- Click Edit on any deal
- Modify deal details as needed
- Update terms and conditions
- Save changes to update the deal
Deal Status Management
- Activate deals to make them available
- Deactivate deals to temporarily disable
- Expire deals when they reach end date
- Archive deals when no longer needed
Deal Performance
Deal Analytics
- Conversion rates for each deal
- Revenue generated by deal type
- Member acquisition through deals
- Deal effectiveness over time
Performance Metrics
- Number of uses per deal
- Total revenue generated
- Average deal value redeemed
- Member retention after deal use
Deal Reports
- Monthly deal performance summaries
- Top performing deals by revenue
- Deal usage trends over time
- Member response to different offers
Deal Integration
Membership Integration
- Link deals to specific membership types
- Apply deals automatically during signup
- Track deal usage per member
- Manage deal limits per member
Payment Integration
- Apply discounts at checkout
- Track deal redemptions in billing
- Generate invoices with deal details
- Process refunds for deal issues
Communication Integration
- Send deal notifications to members
- Include deals in promotional emails
- Display deals on member portal
- Track deal engagement rates
Best Practices
Deal Creation
- Make deals attractive but profitable
- Set clear terms and conditions
- Use compelling descriptions that sell
- Test deals with small groups first
Deal Management
- Monitor performance regularly
- Adjust terms based on results
- Retire underperforming deals
- Keep deals fresh and relevant
Deal Promotion
- Market deals effectively to target audience
- Use multiple channels for promotion
- Create urgency with limited-time offers
- Track promotion effectiveness
Deal Examples
New Member Welcome Deal
Holiday Special
Class Package Deal
Advanced Features
Deal Automation
- Auto-apply deals based on member criteria
- Schedule deal activation for specific dates
- Send automatic notifications when deals are available
- Track deal performance automatically
Deal Analytics
- Revenue attribution to specific deals
- Member lifetime value impact
- Deal conversion funnels and analysis
- ROI calculation for each deal
Deal Customization
- Create deal templates for common offers
- Customize deal terms per member segment
- A/B test different deal variations
- Optimize deals based on performance data
Troubleshooting
Common Issues
- Deals not applying - Check deal status and terms
- Incorrect discounts - Verify deal calculations
- Expired deals still showing - Update deal status
- Member complaints - Review deal terms and conditions
Deal Problems
- Deal not visible - Check activation status
- Wrong discount amount - Verify deal settings
- Deal expired early - Check expiration date
- Member can’t use deal - Verify eligibility criteria
Getting Started
- Create your first deal with a simple discount
- Test the deal with a small group
- Monitor performance and adjust as needed
- Expand to more complex deal types
- Build a library of successful deals