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/gWX2SEw6vvo4E5KRGEPHLu?) 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
- 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!*

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 support@wodify.com

Step 1 the recipe will start when a client purchases a specific membership.

To connect this workflow to a specific membership, click on the trigger step

Membership created
Real-time

IF 
Name
Step 1
 equals ??
AND 
Has been renewed
Step 1
 is not true
Triggers the recipe to start when a client purchases a specific membership

Scroll down to the If statement and copy and paste the name of the membership from **Classes &gt; 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 &gt; Pricing*

You can then click save to save the change.

**Step 3** will enroll the client in the workflow

**Step 4** will grab the client's information

**Step 5** will grab their signed waiver

3
Enroll Client in Workflow
Enrolls the client who purchased the membership into the workflow
4
Get Client
Pull the client information
5
Get Client Waiver Q&A
Pull information from signed waiver
6
IF 
Client owner
Step 4
 is present
Yes
No
7
Get Employee
Pull the client owner information
8
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
9
Create Task: Membership Welcome Call -
Create a task for the client owner
10
ELSE do the following steps
11
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
12
Create Task: Membership Welcome Call -
Create a task for the admin or client management segment
ERROR FOUND?
Yes

**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.**

3
Enroll Client in Workflow
Enrolls the client who purchased the membership into the workflow
4
Get Client
Pull the client information
5
Get Client Waiver Q&A
Pull information from signed waiver
6
IF 
Client owner
Step 4
 is present
Yes
No
7
Get Employee
Pull the client owner information
8
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
9
Create Task: Membership Welcome Call -
Create a task for the client owner
10
ELSE do the following steps
11
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
12
Create Task: Membership Welcome Call -
Create a task for the admin or client management segment
13
Wait until the specified time
Wait until the day after the membership starts
ERROR FOUND?
Yes

**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 &gt; 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. 

3
Enroll Client in Workflow
Enrolls the client who purchased the membership into the workflow
4
Get Client
Pull the client information
5
Get Client Waiver Q&A
Pull information from signed waiver
6
IF 
Client owner
Step 4
 is present
Yes
No
7
Get Employee
Pull the client owner information
8
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
9
Create Task: Membership Welcome Call -
Create a task for the client owner
10
ELSE do the following steps
11
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
12
Create Task: Membership Welcome Call -
Create a task for the admin or client management segment
13
Wait until the specified time
Wait until the day after the membership starts
14
Get Client
Pull the client info
15
IF 
Client owner
Step 14
 is present
Yes
No
ERROR FOUND?
Yes

The workflow will then wait until one day after the start of the membership.

**Step 14** will grab the client's information again.

4
Get Client
Pull the client information
5
Get Client Waiver Q&A
Pull information from signed waiver
6
IF 
Client owner
Step 4
 is present
Yes
No
7
Get Employee
Pull the client owner information
8
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
9
Create Task: Membership Welcome Call -
Create a task for the client owner
10
ELSE do the following steps
11
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
12
Create Task: Membership Welcome Call -
Create a task for the admin or client management segment
13
Wait until the specified time
Wait until the day after the membership starts
14
Get Client
Pull the client info
15
IF 
Client owner
Step 14
 is present
Yes
No
16
Send In-App Chat
Send in-app chat to the client
17
ELSE do the following steps
18
Send In-App Chat
Send in-app chat to the client
ERROR FOUND?
Yes

**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.

6
IF 
Client owner
Step 4
 is present
Yes
No
8
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
9
Create Task: Membership Welcome Call -
Create a task for the client owner
10
ELSE do the following steps
11
Send Email: Membership - [Universal] - Welcome to [workflow-Location Name]! Here’s what’s next... 🚀
Send email to the client. This Email Template is designed to be customized to fit your business. Make sure to edit prior to starting the recipe.
12
Create Task: Membership Welcome Call -
Create a task for the admin or client management segment
13
Wait until the specified time
Wait until the day after the membership starts
14
Get Client
Pull the client info
15
IF 
Client owner
Step 14
 is present
Yes
No
16
Send In-App Chat
Send in-app chat to the client
17
ELSE do the following steps
18
Send In-App Chat
Send in-app chat to the client
ERROR FOUND?
Yes

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

Membership Welcome Series
RECIPE
TEST JOBS
Save
Test recipe
Refresh
Exit

Click "Start Recipe" to enable this recipe!

Projects
Rowan Beiter Demo/Wodify Bundles/Universal/Membership Management/Recipes
Membership Welcome Series
: Recipe
Membership Welcome Series
Edit recipe
Start recipe

Setting Up the Membership Welcome Series Recipe