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Website Forms Workflow Folder
Website Forms Workflow Folder

What is in the website forms folder and how is it used?

Patrick Chandler avatar
Written by Patrick Chandler
Updated this week

Website Forms Folder Overview

When a Grow Form is fully completed, it will trigger the following workflows to run automatically. There are 6 pre-loaded workflows triggered by Grow Forms in the system:

Cancellation Form Submitted

How It's Triggered:

  • This workflow is triggered when the "Cancel" form has been submitted by the contact. To modify this form, go to Grow > Form.

Note:

  • No external messages are sent to the client—only internal notifications to staff.

  • You can easily add an email or text message notification for the client by clicking the "+" and adding a step.

How It Works:

  • The workflow sends a notification upon Cancel form submission.

  • It includes a 29-day wait step (which you can adjust by clicking the wait step and modifying it to fit your needs).

  • Once the wait step is complete, the workflow sends another notification reminding you to cancel the plan if needed before the client is charged.

Pause Request Form Submitted

How It's Triggered:

  • This workflow is triggered when the Grow "Pause Form" is submitted.

Note:

  • This does not trigger when a pause is placed on the client's plan in Core.

How It Works:

  • Once the form is submitted, the workflow sends internal notifications to staff.

  • The pause start date step and the wait step work together, using the date selected on the form to set the timer.

  • One day before the pause start date, the workflow sends another internal notification to staff as a reminder.

  • It then sets another event start date and a timer to wait one day before the pause is set to resume.

Chat Widget Reply

How It's Triggered:

  • This workflow is triggered when a website visitor submits a message through the chat widget.

How It Works:

  • When a chat widget submission is received, the workflow starts.

  • It first checks if the sender is a new lead or an existing member.

    • If they are a current member, the system follows the left path to notify you internally without sending outbound messages.

    • The workflow determines this by checking the contact details and whether the person has the "Member" tag on their profile.

    • If they are a new lead or the "Member" tag is missing, the system proceeds down the right path.

  • The workflow sends an internal notification to you and your staff that a new website chat message has been received.

  • An auto-response is sent via the chat widget, informing the sender that you will respond via SMS or email.

  • A confirmation SMS is sent to the lead, providing them with your phone number and letting them know someone will respond shortly.

  • To respond to the inquiry, go to "Conversations".

Google My Business Message

How It's Triggered:

  • This workflow is triggered when someone sends a message through your Google My Business "Send a Message" option.

How It Works:

  • When a GMB message is submitted, the workflow starts.

  • It sends an internal notification to all staff, informing them of the new Google message.

  • To respond to the inquiry, go to "Conversations" in Grow.

How to Modify the Internal Notification Step:

  • If you want to adjust who receives these notifications, click the "SMS to notify all users" step and modify the "Send to all users" setting based on your preferences.

Contact Us Form

How It's Triggered:

  • This workflow is triggered whenever a "Contact Us" form is submitted from your website.

Important Note:

  • Some messaging in this workflow pulls data from the original form's answers. If you update the form fields, be sure to update the corresponding workflow messages as well.

How It Works:

  • When a Contact Us form is submitted, this workflow is triggered.

  • The first step checks if the person is already a member in your system:

    • If they are a member, they will follow the left path.

    • If they are a new lead, they will follow the "New Lead" pathway.

New Lead Pathway:

  • Designed to nurture leads for about 30 days using periodic SMS or email messages.

  • The goal is to encourage the lead to take action and book an intro session with you.

  • The intro booking link is stored in your Custom Values under "Main Call to Action"—set during your CRM setup.

  • You can update this link anytime by going to Settings > Custom Values, editing the Main Call to Action link, and saving. This automatically updates all workflow messages using this link.

Customization Options:

  • You can edit, change, or add any messages in this workflow sequence to match your gym/facility's branding.

  • Deleting a message won’t break anything.

  • If updating workflow messages, keep placeholders with brackets (e.g., "{{custom.values}}") intact.

    • These placeholders pull data from Custom Values and can be updated centrally in Settings > Custom Values.

    • Alternatively, you can replace them with direct links if preferred.

Pro Tip:

  • Using Custom Values simplifies updates! Instead of manually updating links in multiple emails and messages, you can update them once in Settings > Custom Values, and the changes will automatically apply across the workflow.

Rate Request Form Submitted

How It's Triggered:

  • This workflow is triggered when the "Rates" form is submitted from your website.

Important Note:

  • Some messaging in this workflow pulls data from the form's original answers. If you update the form fields, be sure to update the corresponding workflow messages as well.

How It Works:

  • When a Rates Request form is submitted, this workflow is triggered.

  • The first step checks if the person is already a member in your system:

    • If they are a member, they will follow the left path.

    • If they are a new lead, they will follow the "New Lead" pathway.

New Lead Pathway:

  • Designed to nurture leads for about 30 days using periodic SMS or email messages.

  • The goal is to encourage the lead to take action and book an intro session with you.

  • The intro booking link is stored in Custom Values under "Main Call to Action"—set during your CRM setup.

  • You can update this link anytime by going to Settings > Custom Values, editing the Main Call to Action link, and saving. This automatically updates all workflow messages using this link.

Customization Options:

  • You can edit, change, or add any messages in this workflow sequence to match your gym/facility's branding.

  • Deleting a message won’t break anything.

  • If updating workflow messages, keep placeholders with brackets (e.g., "{{custom.values}}") intact.

    • These placeholders pull data from Custom Values and can be updated centrally in Settings > Custom Values.

    • Alternatively, you can replace them with direct links if preferred.

Pro Tip:

  • Using Custom Values simplifies updates! Instead of manually updating links in multiple emails and messages, you can update them once in Settings > Custom Values, and the changes will automatically apply across the workflow.


Need More Help?

For further assistance:

  • Check out other Help Articles.

  • Use the PushPress Messenger (blue box in your CORE account).

About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands!

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