Setting Up Lead Launchpad From SMS
- Support Wodify |
- 14 steps |
- 43 seconds
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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!
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Log into Wodify and access the Workflow Builder.
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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
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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 [email protected]
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**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.**
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**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.
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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.
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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.
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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.
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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.
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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.
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Click "Save" to save any changes you've made.
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Click "Exit" to leave editor mode
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Click "Start Recipe" to enable this recipe!
