Setting Up the Membership Welcome Series Recipe
- Support Wodify |
- 15 steps |
- 41 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
- Universal folder
- Membership Management folder
- Recipes folder
Click on the recipe called Membership Welcome Series
*Tip! We recommend making a copy of this recipe and moving it to the My Bundles folder!*
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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 purchases a specific membership (**Step 1**). This workflow will send a custom intro email to the client about their membership.
*Please note: this will be Membership Specific - you will need to adjust the trigger to match the name of a specific membership. If you have multiple memberships you would like to connect to this workflow, we reccomend duplicating this workflow as many times as needed!*
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 1 the recipe will start when a client purchases a specific membership.
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To connect this workflow to a specific membership, click on the trigger step
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Scroll down to the If statement and copy and paste the name of the membership from **Classes > Pricing** into the value field
*Example: If you want this to trigger when a client purchases your Unlimited Membership, please type or copy and paste Unlimited Membership into this field. Please note, the name must match exactly to what is listed under Classes > Pricing*
You can then click save to save the change.
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**Step 3** will enroll the client in the workflow
**Step 4** will grab the client's information
**Step 5** will grab their signed waiver
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**Step 6** will check to see if there is a client owner present on the profile.
If yes, the workflow will move to **Step 7-9.**
If there is no client owner present the workflow will skip to **Steps 11-12.**
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**Step 7** will pull the client owner's information.
**Step 8** will send an email signed from the business with information regarding the business, their membership, or any other information you choose!
*Please note: this email template will need to be fully customized by you. You can find and edit this email by going to Workflow > Email Templates and searching for "Welcome to \[workflow-Location Name\]*
**Step 9** will assign a task to the client owner to call the new client and welcome them to the business.
If there is no client owner on the profile, **Step 11** will send the same email signed by the business. **Step 12** will assign the task to either a group of employees or an individual employee based on your settings.
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The workflow will then wait until one day after the start of the membership.
**Step 14** will grab the client's information again.
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**Step 15** will check to see if there is a client owner present.
Is yes, **Step 16** will send an in-app chat from the client owner to the client welcoming them to the business.
If there is not client owner, then **Step 18** will send the in-app message from the business.
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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!
