Enabling 150 Classes Attended - Request a Referral Recipe | Scribe

    Enabling 150 Classes Attended - Request a Referral Recipe

    • Support Wodify |
    • 9 steps |
    • 37 seconds
    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/Bmyz7XAFw8FCtZ5WZbyBfD?) of the Workflows Builder!
    2
    Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when the client has been successfully signed into their 150th class. 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]
    3
    Step 7 will send the email Woohoo! 150 Classes and Counting! and sign it by the client owner. Step 9 will send the same email signed by the business if there is no client owner assigned.
    4
    Step 13 will send the client an in-App chat message congratulating them on coming to 25 appointments from the client owner. Step 15 will send the same In-App chat message from the business if no client owner is assigned. Edit the in-app chat message by: - Clicking on the Step 13/15 - Scrolling to "Message" - Changing the text
    5
    Step 19 will send the email Still Buzzing from your recent achievement? and sign it from the client owner - *Please navigate to Workflows > Email Templates to edit the email and include information about your referral program or include a reward!* Step 21 will send the same email signed from the business if there is no client owner assigned.
    6
    Step 22 is an option step to send a card through AM cards to the client! AM cards is an outside provider that will mail your client a personalized card congratulating them on their 75th appointment! If you would like to use this step, you can create an AM Cards account and unskip this step. Please reach out to [[email protected]](mailto:[email protected]) if you have any questions about AM Cards and how we use them in Workflows!
    7
    Click "Save" to save any changes you've made
    8
    Click "Exit" to leave editor mode
    9
    Click "Start Recipe" to enable this recipe!