Automation Overview

This automation begins immediately after new leads complete the New Web Lead form, and will nurture them for up to 42 days. The leads will goal out of the automation if they book a future visit, have an active or pending membership. or at least one credit remaining on their account.

It is comprised of 7 emails, 3 texts and 1 auto-task.

Entry Rules

Answered an Xplor Growth Sign Up Form

Exit Goals

Goal 1 Has a Future Reservation	Goal 2 Has a Membership	Goal 3 Has an Active Credit Package
Customers Who Have / Do Not Have? Has a future visit What Are You Looking For? Within the next 14 days Which Visit(s)? All visits	Customers Who Have / Do Not Have? Have the following Which Memberships? Specific Membership(s) Which Membership Types? All membership types Which Membership Status(es)? Any of the following: active pending_customer_activation pending_start_date When Did They Start Their Membership? All Time Membership Purchase Location Any location in my account	Customers Who Have / Do Not Have? Has visits remaining How Many Visits Remaining? At least 1 visits Which Credit Packages? All credit packages

Associated Assets

These are items that will need to be created or set up in account settings.

Sign Up Form - Call it "New Web Lead"
Merge tags that need to be created and values set:
- [%class_schedule_url%]
- [%facebook_url%]
Existing merge tags that need values set:
- [%business_name%]
- [%create_account_url%]
- [%instagram_url%]
- [%facebook_url%]

Automation Messaging + Task Checklist

Emails	Text Messages	Auto Tasks
Confirm that fonts, colors, and logos are correct. Update content (including Subject & Preview Lines) to reflect your voice + brand. Update call-to-action button text (but not the merge tags in the "build" settings for the button).	Update the content to reflect your voice + brand.	Update the Task Name (note: this name is what will appear in the Calendar and Follow Up Management View once the automation is live) Update the task notes. Assign the tasks to the individual who will be completing the tasks.

Account + Asset Checklist

Email Addresses	Merge Tags	Forms
Confirm that the "sent from" and "reply to" email addresses are verified in all accounts. LEARN MORE	Confirm the Account and/or Franchise merge tags identified on the Associated Assets section have been created and have values saved. LEARN MORE	Create the New Lead Form in each account (requiring name, phone number, and email address). LEARN MORE Publish & send the form's embed code to your web development team, to be added to your website. LEARN MORE

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Going LIVE Checklist

Do not set live unless the following is complete:

ALL assets identified on the Automation Overview Section are created.
The New Web Lead form is active on your website.
The Account & Franchise Merge Tags have values in each account.

Preparing to go LIVE:

IF YOU HAVE CHILD ACCOUNTS, sync the automation as a "synced copy that is not editable by the Child Account"
LEARN MORE
Review the Entry Rules + Exit Goals on the Automation Overview Section.

Going LIVE:

Each message and task must be set live individually.
After the auto-messages and/or auto-actions are on, set the automation live.
LEARN MORE
IF YOU HAVE CHILD ACCOUNTS, these steps must be completed in each child account!

⚠️ An important callout moving forward: As your business continues to evolve, be sure to include updating the corresponding marketing automations (including any associated assets that are outlined for each) as part of your process.