Setting Up the 30 Day Welcome Series CLIENT CREATED Recipe

Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a client has been created with the on-ramp status (**Step 1**). *Please note: This workflow is identical to "30 Welcome Series - Client Nurture Client Updated" however this recipe triggers when a client is created as on-ramp versus switched to on-ramp from active or inactive status. We highly reccomend having both enabled to ensure that all on-ramp clients receive these communications.* 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

**Step 3** will enroll the client in the workflow **Step 4** will add a tag to the client profile that reads "on-ramp nurture" *Pro-tip: You can create filters on the client list based on tag to easily pull a list of all clients with the on-ramp nurture tag!*

**Step 5** will then cause the workflow to wait for 1 day **Step 6** will check to make sure that the client is still set to on-ramp status If YES, the workflow will move on to **step 9**. If the client is no longer an on-ramp client **Steps 7- 8** will remove the client from the Workflow

**Step 9** will check to see if there is there is a client owner present on the client profile If yes, the workflow will continue to **Steps 10-11** If there is no client owner, the workflow will skip to **Step 13**

**Step 10** will pull the client owners information **Step 11** will send an in-app chat to the client from the client owner *Pro-tip! You can edit with the in-app chat message says by clicking on the step and scrolling to the message section* If there is no client owner, **Step 13** will send the same in-app chat from the business rather than a specific staff member.

The workflow will then wait 2 days before continuing. **Step 15** will check to make sure that the client is still set to on-ramp status If YES, the workflow will move on to **step 18**. If the client is no longer an on-ramp client **Steps 16-17** will remove the client from the Workflow

**Step 18** will check to see if there is there is a client owner present on the client profile If yes, the workflow will continue to **Steps 19-20** If no, the workflow will skip to **Step 22**

**Step 19** will pull the client owners information **Step 20** 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 "Does it Ever Get Easier* If there is no client owner, **Step 22** will send the same email signed by the business rather than a specific staff member.

The workflow will then wait 2 more days before continuing. **Step 24** will check to make sure that the client is still set to on-ramp status If YES, the workflow will move on to **step 27**. If the client is no longer an on-ramp client **Steps 26-28** will remove the client from the Workflow

**Step 27** will check to see if there is there is a client owner present on the client profile If yes, the workflow will continue to **Steps 28-29** If no, the workflow will skip to **Step 31**

**Step 28** will pull the client owners information **Step 29** will send an in-app chat to the client congratulating them on their first week! If there is no client owner, **Step 31** will send the same email signed by the business rather than a specific staff member.

The workflow will then wait 1 week before continuing **Step 33** will check to make sure that the client is still set to on-ramp status If YES, the workflow will move on to **Step 36**. If the client is no longer an on-ramp client **Steps 34-35** will remove the client from the Workflow

**Step 36** will check to see if there is there is a client owner present on the client profile If yes, the workflow will continue to **Steps 37-38** If no, the workflow will skip to **Step 40**

**Step 37** will pull the client owners information **Step 38** will send an email to the client signed by the client owner. If there is no client owner, **Step 40** will send the same email signed by the business rather than a specific staff member.

The workflow will then wait another week before continuing. **Step 42** will check to make sure that the client is still set to on-ramp status If YES, the workflow will move on to **Step 45**. If the client is no longer an on-ramp client **Steps 43-44** will remove the client from the Workflow

**Step 45** will check to see if there is there is a client owner present on the client profile If yes, the workflow will continue to **Steps 46-48** If no, the workflow will skip to **Step 50-51**

**Step 46** will pull the client owners information **Step 47** will create a task for the client owner to call the client and check in at the 3 week mark. **Step 48** will send an email to the client signed by the client owner. If there is no client owner, **Step 51** will assign the task to a either a group of employees or an individual employee based on your settings. **Step 50** will send the same email signed by the business rather than a specific staff member. *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.*