Setting Up the Return & Retain Recipe | Scribe

    Setting Up the Return & Retain Recipe

    • Support Wodify |
    • 23 steps |
    • 2 minutes
    1
    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 Return & Retain.
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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 switched from Inactive to Active (**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 workflow to wait 1 week before continuing
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    **Step 5** will check to make sure that the client is still listed as Active after the week If the client has been switched back to inactive, **Steps 6-7** will remove the client from the workflow If the client is still active in the account, the workflow will move on to **Step 8**
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    **Step 8** will check to see if there is a client owner present on the profile. If yes, the workflow will complete **Steps 9-10** If there is no client owner, will complete **Step 12**
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    Step 9 will grab the client owners information Step 10 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 "Welcome Back Check-In"*
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    The workflow will then wait another week. If the client has been changed from the status "Active," **Steps 15-16** will remove the client from the workflow If the client is still listed as Active, the workflow will continue onto **Step 17**
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    If there's a client owner present, **Steps 18-19** will send an in-app chat from the client owner to the client checking in. **Step 21** will send the same in-app chat from the business if there is no client owner assigned
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    The workflow will then wait 16 days before continuing. If the client is still listed as active, the workflow will skip to **Step 26**.
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    **Step 27** will pull the employee owner's information **Step 28** will create a task for the client owner to call the reactivated client on the 30 day mark to check in If there is no client owner present, **Step 30** will create the same task and assign in to either a group of staff members or an individual staff member based on your settings. *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.*
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    The workflow will then wait for 9 before continuing. If the client is still listed as Active, the workflow will continue to **Step 35**
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    If there is a client owner listed on the profile, **Step 37** will send an in-app chat to the client from the client owner. If there is no client owner present, **Step 39** will send the same in-app chat from the business. *Pro-tip: If you click into an in-app chat task, you can edit what the message reads by scrolling to the message section!*
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    The workflow will then wait 3 weeks before continuing. If the client is still listed as active, the workflow will continue to **Step 44**.
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    **Step 46** will create a task assigned to the client owner to call the reactivated client and check in on their 60-day goals. If there is no client owner present, **Step 48** will create the same task and assign it to either a segment of employees or an individual of your choice.
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    Click here.
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    **Step 55** will send an in-app chat from the client owner to the client. **Step 57** will send an in-app chat from the business if there is no client owner present on the profile.
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    The workflow will then wait another 15 days before continuing. If the client is still listed as active, the workflow will move on to **Step 62.**
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    **Step 63** will pull the client owner's information **Step 64** will create and assign a task to the client owner to call the client and check in on the 90-day mark. If there is no client owner assigned, **Step 66** will create the same task and assign it to a group of employees or an individual employee based on your settings.