Setting Up the 12 Month Lost Client Reactivation Recipe | Scribe

    Setting Up the 12 Month Lost Client Reactivation Recipe

    • Support Wodify |
    • 36 steps |
    • 2 minutes
    • WodifyWodify
    1
    Before you begin: 1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows! 2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/gWX2SEw6vvo4E5KRGEPHLu?) of the Workflows Builder!
    2
    Log into Wodify and access the Workflow Builder.
    3
    You can find this workflow by: - Going to your Location Project - Wodify Bundles folder - Your industry folder (Functional Fitness, Universal, or Jiu Jitsu) - Client Nurture folder - Recipes folder Click on the recipe called 12 Month Lost Client Reactivation
    4
    Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a client has been switched from on-ramp or active status to inactive (**Step 1**). As always, **Step 2** shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to [email protected]
    5
    **Step 3** enrolls the client in the workflow **Step 4** will grab the client's information
    6
    **Step 5** will check to see if there is a client owner present on the profile. If YES, the workflow will complete **Steps 6-7.** If there is no client owner present, the workflow will move on to **Step 9.**
    7
    If there is a client owner: **Step 6** will grab the client owners information **Step 7** will create a task to update the notes section on the client profile to include reasons for leaving and assign in to the client owner. If there is no client owner, **Step 9** will create the same task and assign it to either a group of employees or an individual employee based on your settings. *Pro-tip: To edit a task assignment, click the task step, and select either employee or segment for the assignee type. You can then select "Select from list" and pick either a segment (all admin, managers, or coaches) or an individual employee depending on your assignee type.*
    8
    The workflow will then wait 30 days before continuing. **Step 11** will check to see if the client is still marked as inactive at the end of the 30 days. If the client is marked as active **Steps 12-13** will take the client out of the workflow. If the client is still marked as inactive, the workflow will continue to **Step 14.**
    9
    **Step 14** will check to see if there is a client owner on the profile. If yes, the system will complete **Steps 15-17** If there is no client owner, the system will complete **Steps 19-20**
    10
    **Step 15** will grab the client owners information **Step 16** will create a task for the client owner to call the lost client and try to re-engage with them **Step 17** will send an email to the client signed by the client owner *Pro-tip! This email can be found and edited by going to Workflows > Email Templates and searching the template name "Reignite Your Fitness Journey with a Free Class and More!"* If there is no client owner present, **Step 19** will create the same task and assign it to a group of staff members or an individual based on your settings. **Step 20** will send the same email signed by the business rather than an individual.
    11
    The workflow will then wait 30 days before continuing. **Step 22** will check to see if the client is still marked as inactive at the end of the 30 days. If the client is marked as active **Steps 23-24** will take the client out of the workflow. If the client is still marked as inactive, the workflow will continue to **Step 25.**
    12
    **Step 25** will check to see if there is a client owner on the profile. If yes, the system will complete **Steps 26-28** If there is no client owner, the system will complete **Step 30-31**
    13
    **Step 26** will grab the client owners information **Step 27** will create a task for the client owner to call the lost client and try to re-engage with them **Step 28** will send a text message to the client signed from the client owner *Pro-tip: If you click into an SMS task, you can edit what the text message reads by scrolling to the message section!* If there is no client owner present, **Step 19** will create the same task and assign it to a group of staff members or an individual based on your settings. **Step 20** will send the same text signed by the business rather than an individual.
    14
    The workflow will then wait 30 days before continuing. **Step 33** will check to see if the client is still marked as inactive at the end of the 30 days. If the client is marked as active **Steps 34-35** will take the client out of the workflow. If the client is still marked as inactive, the workflow will continue to **Step 36.**
    15
    **Step 36** will check to see if there is a client owner on the profile. If yes, the system will complete **Steps 37-38** If there is no client owner, the system will complete **Step 40**
    16
    **Step 37** will grab the client owners information **Step 38** will send a text message to the client signed from the client owner If there is no client owner present, **Step 20** will send the same text signed by the business rather than an individual.
    17
    The workflow will then wait 30 days before continuing. **Step 42** will check to see if the client is still marked as inactive at the end of the 30 days. If the client is marked as active **Steps 43-44** will take the client out of the workflow. If the client is still marked as inactive, the workflow will continue to **Step 45.**
    18
    **Step 45** will check to see if there is a client owner on the profile. If yes, the system will complete **Steps 46-47** If there is no client owner, the system will complete **Step 49**
    19
    **Step 46** will grab the client owners information **Step 47** will send an email to the client signed by the client owner If there is no client owner present, **Step 49** will send the same email signed by the business rather than an individual.
    20
    The workflow will then wait 30 days before continuing. **Step 51** will check to see if the client is still marked as inactive at the end of the 30 days. If the client is marked as active **Steps 52-53** will take the client out of the workflow. If the client is still marked as inactive, the workflow will continue to **Step 54.**