Setting Up the Membership Momentum - First 90 Days Recipe | Scribe

    Setting Up the Membership Momentum - First 90 Days Recipe

    • Support Wodify |
    • 40 steps |
    • 3 minutes
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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 (Functional Fitness, Universal, or Jiu Jitsu) - Client Nurture folder - Recipes folder Click on the recipe called Membership Momentum - First 90 Days
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    Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when a client has been created in the system using the Active status (**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]
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    **Step 3** will enroll the client in the workflow **Step 4** will force the recipe to wait 1 day before continuing *This will allow a one-day delay to correct the client's status if needed before sending communication*
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    **Step 5** will check to see if the status has been changed from active If yes, **Steps 6-7** will remove the client from the workflow If the status is still listed as active after the day, the workflow will continue to **Step 8**
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    **Step 8** will check to see if there is a client owner on the client profile. If yes, the workflow will complete **Steps 9-10** If there is no client owner present, the workflow will complete **Step 12**
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    **Step 9** will pull the client owners information. **Step 10** will send an in-app chat to the client from the client owner. *Pro-tip: If you click into an in-app chat task, you can edit what the message reads by scrolling to the message section!* If there is no client owner present, **Step 12** will send the same in-app chat from the business rather than from a specific staff member.
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    The workflow will then wait 3 days before continuing. **Step 14** will check to see if the status has changed from active. If yes, **Steps 15-16** will remove the client from the workflow If the client's status is still active, the workflow will move to **Step 17**
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    **Step 17** will check to see if there is a client owner on the client profile. If yes, the workflow will complete **Steps 18-19** If there is no client owner present, the workflow will complete **Step 21**
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    **Step 18** will pull the client owner's information **Step 19** will send an email signed by the client owner to the client *Pro-tip! This email can be found and edited by going to Workflows > Email Templates and searching the template name "Ignite Your Journey"* If there is no client owner, **Step 21** will send the same email signed by the business.
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    The workflow will then wait 3 days before continuing. **Step 23** will check to see if the status has changed from active. If yes, **Steps 24-25** will remove the client from the workflow If the client's status is still active, the workflow will move to **Step 26**
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    Step 26 will pull the number of days this person has been a client *We will be pulling this number periodically throughout the workflow so that we can make sure we are hitting the 30, 60, and 90 day marks.*
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    **Step 27** will check to see if there is a client owner on the client profile. If yes, the workflow will complete **Steps 28-30** If there is no client owner present, the workflow will complete **Steps 32-33**
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    **Step 28** will grab the client owners information **Step 29** will send an in-app chat to the client from the client owner. **Step 30** will create a task for the client owner to call the new client and check in with them. *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.* If there is no client owner, **Step 32** will send the same in-app chat message from the business. **Step 33** will create the same task and assign it to either a group of employees or an individual employee based on your settings.
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    The workflow will then wait 1 week before continuing. **Step 35** will check to see if the status has changed from active. If yes, **Steps 36-37** will remove the client from the workflow If the client's status is still active, the workflow will move to **Step 38**
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    **Step 38** will pull the number of days this person has been a client **Step 39** will check to see if there is a client owner present
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    If there is a client owner: **Step 41** will assign a task to the client owner to call the new client and check in at the end of week 2 **Step 42** will send an email to the client signed by the client owner If there is no client owner, **Step 44** will create the same task and assign it either an individual employee or a group of employees based on your settings **Step 45** will send the same email signed from the business.
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    The workflow will then wait another week before continuing. **Step 47** will check to see if the status has changed from active. If yes, **Steps 48-49** will remove the client from the workflow If the client's status is still active, the workflow will move to **Step 50**
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    **Step 50** will pull the number of days this person has been a client **Step 51** will check to see if there is a client owner present