Want to create tasks and notifications for members who are on your "at risk members list" in Core?

You can have the system send tasks to staff, emails, texts or any type of messages that your Grow system allows to help you retain and stay engaged with your clients!


1. Step 1: Set up your Zapier triggers

for information on how to turn on your zapier integration click here: https://help.pushpress.com/en/articles/508519-core-how-to-connect-pushpress-to-zapier-and-other-3rd-party-applications

2. These are the 3 triggers you need to set up in order for this to work properly

1 - New check-in in PushPress

2 - Only continue if

3 - Add/update contact in LeadConnector

These are the 3 triggers you need to set up in order for this to work properly

3. Let's set up the New Check-in in PushPress

Let's set up the New Check-in in PushPress

4. After you link your PushPress account, let's add the action step/filter

After you link your PushPress account, let's add the action step/filter

5. We are looking for the "filter" for step 2

We are looking for the

6. We want the filter to search on each check in that the check in is from a member

We want the filter to search on each check in that the check in is from a member

7. Look for: "Customer Membership Status Code"

Look for:

8. Expand the options by clicking "Show all options"

Expand the options by clicking

9. Find the "Customer Membership Status Code: member"

Find the

10. From the drop down on the next bock, select "(Text) Exactly matches"

From the drop down on the next bock, select

11. Find it from the drop down list

Find it from the drop down list

12. we want the filter to detect anyone in the system who checks in to be a "member"

this code comes from your plans in core. If they are considered a "Member" with that plan, or if they are considered a lead. If you want leads to be included here, you can create an "or" step

we want the filter to detect anyone in the system who checks in to be a

13. After you configure your filter, hit continue

After you configure your filter, hit continue

14. now we want to add our 3rd and final step. Hit the + mark

now we want to add our 3rd and final step. Hit the + mark

15. Search for "Leadconnector"

Search for

16. Select "Leadconnector" from the list

Select

17. We are triggering this final step to: "Add/Update contact in LeadConnector"

We are triggering this final step to:

18. Click on Continue

Click on Continue

19. Connect zapier to your Grow account

To get your API key from Grow you can refer here: http://help.pushpress.com/en/articles/5834296-grow-how-to-obtain-your-api-key-from-your-grow-account

Connect zapier to your Grow account

20. Click on set up actions

Click on set up actions

21. Map the fields from the member you want to update in Grow

Note: you must have the first name, last name, email and phone number fields mapped properly

Map the fields from the member you want to update in Grow

22. Find the "tags" area and type in the tag name you want the system to use in Grow

For this case, I recommend a tag like "Active Member" or "7 Days Active"

Find the

23. The last thing you need to check is make sure that leads are labeled "False"

The last thing you need to check is make sure that leads are labeled

24. Before you can continue you need to Test your action

Before you can continue you need to Test your action

25. Click on Turn on Zap

Click on Turn on Zap

26. Now we need to head back over to your Grow account. Go back to settings, and locate the "Tags" button

Now we need to head back over to your Grow account. Go back to settings, and locate the

27. Click on Create new tag

Click on Create new tag

28. You will create 2 tags. 1) "Active member" and; 2) "At Risk" - or whatever tag names you wish to use

NOTE: this tag must match EXACTLY what you created in Zapier

You will create 2 tags. 1)

29. Click on Add

Click on Add

30. Go back

Go back

31. Click on Automation

Click on Automation

32. Click on Create workflow

We will be creating 2 workflows: 1) Active members, and; 2) At Risk members

Click on Create workflow

33. Click on Start from scratch

Click on Start from scratch

34. Click on Create new workflow

Create your second workflow as well using the same steps above

Click on Create new workflow

35. Now, let's configure your "Non risk" workflow - Create a trigger for this workflow to start

Now, let's configure your

36. We want this trigger to fire on a "Contact tag being added"

We want this trigger to fire on a

37. Filter should be "Tag added"

Filter should be

38. Click on Tag Added

Click on Tag Added

39. Open the drop down to find your tag

Open the drop down to find your tag

40. Find the "Active tag" name you created from the previous step

Find the

41. Click on Save Trigger

Click on Save Trigger

42. Click on the +

Click on the +

43. Click on Remove Contact Tag

Click on Remove Contact Tag

44. Select the tag from the drop down

Select the tag from the drop down

45. We want to remove the "At risk" or "Non Active" tag

We want to remove the

46. Click on Save Action

Click on Save Action

47. Click on the + to add the next step

Click on the + to add the next step

48. Click on Remove from workflows

Click on Remove from workflows

49. Select "another workflow"

Select

50. open the drop down menu

open the drop down menu

51. you want to locate the workflow for "Non active" - this will be the 2nd workflow you created from the previous steps

you want to locate the workflow for

52. Click on the + to add the final step

Click on the + to add the final step

53. We want to select the same "At risk" workflow to add the client to as well.

We want to select the same

54. Click on Save Action

Click on Save Action

55. Now go to the settings tab at the top of the workflow

Now go to the settings tab at the top of the workflow

56. Turn on the toggle for "Allow Multiple"

Turn on the toggle for

57. Turn the toggle On for Publish to make this workflow active

Turn the toggle On for Publish to make this workflow active

58. Click on Save

Click on Save

59. Go back to your automations menu and locate the 2nd workflow you created from the beginning

Go back to your automations menu and locate the 2nd workflow you created from the beginning

60. There will be no trigger on this workflow, as they are added from the previous workflow automaitcally

The first step is to remove the "Active member" tag. This will allow the system to add this tag and trigger the active member workflow upon next check in

There will be no trigger on this workflow, as they are added from the previous workflow automaitcally

61. Add a wait step. We suggest 7 or 8 days

Add a wait step. We suggest 7 or 8 days

62. Add a "Remove from workflow step" and have it remove the person from the "Active member workflow"

Add a

63. Add the contact tag you created for your at risk members, and add it here

Add the contact tag you created for your at risk members, and add it here

64. create a task for your staff

create a task for your staff

65. Create an internal Notification step" Sms, Email or push notification to your staff

Create an internal Notification step

66. add a wait step. you can choose the length

add a wait step. you can choose the length

67. Add a "Go To" step

Add a

68. have the go to step point back up to the task and notification steps to your staff

this will create a loop every 3 days to notify your staff to follow up with the member... if at any point, the member checks into class, the system will add the tag from the zap, put them into the first workflow, which will remove them from the at risk workflow and start the process over

have the go to step point back up to the task and notification steps to your staff

69. go to settings at the top of the workflow

go to settings at the top of the workflow

70. make sure "allow multiple" is switched on

make sure

71. Turn on publish to make the workflow active

Turn on publish to make the workflow active

72. Click on Save

Click on Save

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