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Plans Workflow Folder
Plans Workflow Folder

This help article will overview all of the workflows within the Plans Folder in Grow.

Patrick Chandler avatar
Written by Patrick Chandler
Updated this week

In PushPress Core, performing an action on a plan can automatically trigger the following workflows.

Plan Activated

How It's Triggered:

  • This workflow is triggered when a new plan is set to "Active" in PushPress Core.

How It Works:

  • Once a plan is activated in PushPress Core, this workflow begins.

  • The first step checks if the contact already exists in Grow:

    • If they exist, they proceed down the left branch, and their contact record is updated.

    • If they do not exist, the system creates the contact and then updates their record.

  • The workflow then branches based on the Contact's "Status" in PushPress Core:

    • Leads proceed down the Lead Pathway.

    • Non-Members follow the Non-Member Pathway.

    • Members proceed down the Member Pathway.

Customization Options

  • This workflow is intentionally left blank, allowing you to customize how you communicate with new leads, members, and non-members.

  • To add messages, click the "+" anywhere in the appropriate branch to insert an email, SMS, or other step.

To update pipeline stages:

  • Locate the "Update Opportunity" steps.

  • Click the step to open the edit window.

  • Adjust the stage to match your facility’s needs.

Plan Paused

How It's Triggered:

  • This workflow is triggered whenever a plan is set to "Pause" status in PushPress Core.

How It Works:

  • After a plan is placed in "Pause" status in PushPress Core, this workflow begins.

  • This workflow is intentionally left blank, allowing you to customize it as needed.

    • To add outbound messaging, click the "+" and insert an email or SMS to notify the contact.

Plan Cancelled

How It's Triggered:

  • This workflow is triggered whenever a plan in PushPress Core is set to "Canceled" status.

How It Works:

  • After the workflow begins, it searches for the contact in Grow.

    • If it exists, it will update the contact fields on the contact.

    • If they do not exist, it will create the new contact and update the fields.

Note:

  • This workflow does not send any outbound communication by default.

  • To add an email or SMS, click the "+" symbol and insert a message anywhere in the sequence.

Plan in Alert

How It's Triggered

This workflow is triggered whenever a plan in PushPress Core enters an "Alert" status. (Example: Failed payment.)

How It Works

  • After the workflow is triggered, it sends an internal staff notification to alert you.

  • Delay Step:

    • A 1-minute delay is added before any updates occur.

    • This prevents the "Plan Active" workflow from firing simultaneously and potentially overriding data from this workflow.

Note:

  • This workflow does not send any outbound communication to the contact by default.

  • To add an email or SMS, click the "+" anywhere in the sequence and insert a message.

Plan Completed

How It's Triggered:

  • This workflow is triggered whenever a plan in PushPress Core is marked as "Completed."

How It Works:

  • Once the workflow begins, it sends an internal notification to staff.

Note:

  • This workflow does not send any outbound communication to the contact by default.

  • To add an email or SMS, click the "+" symbol anywhere in the sequence and insert a message.

  • Example: A 6-month membership has ended and is no longer active.

Plan Pending Cancel

How It's Triggered:

  • This workflow is triggered whenever a plan is "Scheduled" for cancellation in PushPress Core.

  • Example: A contact's plan is marked as pending cancel at the end of the month.

How It Works:

  • This workflow is intentionally left blank, allowing you to customize it as needed.

  • To add outbound messaging, click the "+" and insert an email or SMS to notify the contact.

Plan Pending Active

How It's Triggered:

  • This workflow is triggered whenever a plan is "Scheduled" to become active on a future date in PushPress Core.

  • Example: A contact's plan is marked as pending active at the end of the month.

How It Works:

  • This workflow is intentionally left blank, allowing you to customize it as needed.

  • To add outbound messaging, click the "+" and insert an email or SMS to notify the contact.


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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