TLDR: When in doubt, use the Default Player Type filter & don't use both in the same list/campaign.
How do Default & Local types work in the tee sheet?
It's important to understand the role of Default & Local Player Types in the tee sheet to grasp how they're used PITCHcrm. Most often, customers will have Default & Local Player Types that match, but occasionally they may be different for certain customers. Here's an overview of how the player types function in your tee sheet:
Default Player Type controls the 'default' price (rate plan) that customers see when booking online, and it's the rate plan/price set by 'default' when staff create tee times.
- Default Player Type is shown in the customer's profile, and can only be changed on the Customers page (not from tee sheet).
- A Visitor or Public 'Default Player Type' is auto-assigned when new customers are added, except for customers added while activating a subscription (membership).
- When subscriptions are activated, the Default player type changes to a Member type and automatically reverts to Visitor after the expiration date. This allows them to make reservations at the member price while the subscription is active.
Local Player Type also controls the rate plan (price) but only for an individual round of golf, and it doesn't affect pricing for future reservations.
- Local Player Type what shows for every reservation on the tee sheet.
- When staff chooses a rate plan on the tee sheet, they're selecting the Local Player Type to set pricing for that player/round only.
- Changing the Local type from the tee sheet does not automatically update the customers Default Player Type, and this has no effect on the pricing of future reservations.
Which player type should be used in PITCHcrm?
Since it's the key differentiator of members vs. visitors, the Default player type filter in Pitch should be used for the vast majority of lists & campaigns. A simple rule of thumb that works in almost all cases is:
When in doubt, use Default Player Type and don't use both in the same list/campaign.
*Very few scenarios exist where Local Player Type is needed in Pitch, and these are only in Dynamic campaigns.
In summary, Default Player Type is always the best filter for lists and campaigns in PITCHcrm. Even in the rare cases where Local type might be better, it's only to optimize send numbers and the wrong contacts wouldn't be included if the Default filter was used. If you'd like expert advice about your specific use case, please ask our support team. We're always happy to help with all things PITCHcrm!
Marketing Pro Tip: It's important to remember that with every audience filter added, the number of contacts matching the criteria is also reduced. To maximize campaign performance (ROI), we recommend limiting the filter criteria to only what's necessary for your target audience.
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