Automation Overview
This automation begins immediately after new leads create a new profile, and will nurture them for up to 7 days. The leads will goal out of the automation if they make a purchase, book a future visit, or take a class.
It is comprised of 3 emails, 3 texts and 2 auto-tasks.
Entry Rules
Creates a new Mariana Tek Profile
Exit Goals
Goal 1 - Made a Purchase | Goal 2 - Future Reservation | Goal 3 - Number of Visits |
Customers Who Purchased / Did Not Purchase? Purchased the following When Was The Purchase Made? Within the last 1 days Which Purchase(s)? Specific purchases Which Type Of Purchase? All purchases Which Purchase Category? Any of the following: Credits Memberships Which Purchase Location(s)? Any location in my account | Customers Who Have / Do Not Have? Has a future visit What Are You Looking For? Within the next 30 days Which Visit(s)? All visits | How Many Visits? At least 1 visits When Did These Visits Occur? All Time What Types Of Visits Does This Count? All visits |
Associated Assets
These are items that will need to be created or set up in account settings.
Merge tags that need to be created and values set:
[%class_schedule_url%]
Existing merge tags that need values set:
[%business_name%]
Automation Messaging + Task Checklist
Emails | Text Messages | Auto Tasks |
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Account + Asset Checklist
Email Addresses | Merge Tags |
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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 Account & Franchise Merge Tags have been created and 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"
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.
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.