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Single Class (First Visit), Upsell to Intro Offer
Single Class (First Visit), Upsell to Intro Offer
Carmen Rachelle avatar
Written by Carmen Rachelle
Updated over 3 weeks ago

Automation Overview

This automation begins one day after someone’s first visit on a single class payment option. This automation will nurture them for up to 21 days. The leads will goal out of the automation if they make a purchase or have a membership.

It is comprised of 5 emails, 3 texts and 4 auto-task.

Entry Rules

First Visit

When Did The Visit Occur?

Within the last 1 days

Which Visits?

Specific visits

Which Class Name(s)?

All class names

Which Payment Option(s)?

All payment options

*Drop In Credits

Which Class Instructor(s)?

All class instructors

Which Class Time(s)?

All class times

Exit Goals

Goal 1 - Made a Purchase

Customers Who Purchased / Did Not Purchase?

Purchased the following

When Was The Purchase Made?

Since entering campaign

Which Purchase(s)?

Specific purchases

Which Type Of Purchase?

Any except the following:

*Drop In Credits

Which Purchase Category?

Any of the following:

*Credits

*Memberships

Which Purchase Location(s)?

Any location in my account

Goal 2 - Has a Membership

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

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:

    • [%buy_page_url%]

  • Existing merge tags that need values set:

    • [%business_name%]

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

  • 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

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 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.

Need help with your Xplor Growth Hub?

Contact [email protected] for assistance.

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