Setting Up Lead Launchpad From SMS

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14 steps
43 seconds

Wodify

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/gdVvCymeCz9m7Wum53PV1A) of the Workflows Builder!

Log into Wodify and access the Workflow Builder.

You can find this workflow by: - Going to your Location Project - Wodify Bundles folder - Your industry folder type (Functional Fitness, Jiu Jitsu, Universal) - Lead Nurture folder - Recipes folder Click on the recipe called Lead Launchpad - Created From SMS

Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a lead has been created in the system by an incoming SMS (**Step 1**). An example would be, you hand someone a business card with you Wodify SMS number, and they text the number as their first interaction with the business. The purpose of this recipe is to follow up with a lead after they have been created in the system through an incoming SMS to get them to move forward in the lead process. 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 support@wodify.com

**Steps 4 and 5** will grab the lead's information and signed waiver. **Step 6** will check to see if a lead owner is present on the lead profile. If YES, the workflow will move to **Steps 7-9.** If no lead owner is found, the workflow will skip to **Steps 11-12.**

**Step 7** will pull the lead owners' information. **Step 8** will send an SMS message to the lead signed from the lead owner. *Pro-tip: If you click into an SMS task, you can edit what the text message reads by scrolling to the message section!* **Step 9** will create a task for the lead owner to call the new lead to get them to move forward in the lead process. **Step 11** will send the same text message without the personalized signature if no lead owner is found. **Step 12** will assign the call task to either an individual staff member or a group of staff members based on your setting.

The workflow will then wait one day before continuing. **Steps 19-20** will assign a task to the lead owner to call the lead a second time. **Step 22** will assign that same task to a specific employee or group of employees based on your settings.

The workflow will then wait one day before continuing. **Steps 29-30** will assign a third task to the lead owner to call the lead to get them to move forward in the lead process. **Step 32** will assign the same task to a specific employee or group of employees based on your settings.

The workflow will then wait two days before continuing. **Steps 39-40** will assign a final task for the lead owner to call the lead and get them to purchase a membership, book a trial, or move forward. **Step 42** will assign the same task to a specific staff members or group of staff members based on your settings.

The workflow will then wait 2 days before continuing. **Steps 48-49** will send a text message to the lead signed by the lead owner. **Step 51** will send the same text message without the personalized signature.

The workflow will then wait 2 days before continuing. **Steps 57 and 58** will create a task for the provider to mark the lead as DIsqualified in Wodify. *Pro-tip: If you have the Lead Conversion Catalyst workflow active, marking a lead disqualified will automatically enroll them into a 300 day outreach workflow!* **Step 60** will assign the task to either a group of staff members or an individual based on your setting.

Click "Save" to save any changes you've made.

Click "Exit" to leave editor mode