Want to send your contacts a happy holiday message for specific yearly holidays? Here's how to do it!


1. Go to your Grow account: Grow.PushPress.com

2. Click on Automation

Click on Automation

3. Click on Create workflow

Click on Create workflow

4. Click on Start from Scratch

Click on Start from Scratch

5. Click on Create new workflow

Click on Create new workflow

6. Click on the + to add the first step in the sequence

Click on the + to add the first step in the sequence

7. add the Set event start date

add the Set event start date

8. select the drop down menu

select the drop down menu

9. Select date/time from the drop down

Select date/time from the drop down

10. select the date you want this to trigger on

select the date you want this to trigger on

11. Select the appropriate date from the calendar day

Select the appropriate date from the calendar day

12. select the time of the even you want to start the event on

NOTE: you will need to periodically reset the even time/date for the next year after the event has passed

select the time of the even you want to start the event on

13. Click on Save Action

Click on Save Action

14. Click on the + mark to add a second step in the workflow

Click on the + mark to add a second step in the workflow

15. add a wait step

add a wait step

16. open the drop down menu

open the drop down menu

17. Click on Event / Appointment time from the menu

Click on Event / Appointment time from the menu

18. select the wait period before or after the start time of the event when you want this workflow to start

select the wait period before or after the start time of the event when you want this workflow to start

19. Select the move to next step option

Select the move to next step option

20. Click on Save Action

Click on Save Action

21. Click on the + mark to add a 3rd step in the workflow

Click on the + mark to add a 3rd step in the workflow

22. Click on the SMS or Email options you want to send you your contacts

Click on the SMS or Email options you want to send you your contacts

23. Type your text message and click save action

Type your text message and click save action

24. If you want to add another message like an email, click the + mark and add another step

If you want to add another message like an email, click the + mark and add another step

25. fill in the appropriate fields for the email

fill in the appropriate fields for the email

26. Add the email address you want this email to come from or select the gym email from the tag menu

Add the email address you want this email to come from or select the gym email from the tag menu

27. Create a subject line

Create a subject line

28. Type you email message and Click on Save Action

Type you email message and Click on Save Action

29. Click on the + mark to add another step

Click on the + mark to add another step

30. add a wait step

add a wait step

31. from the drop down menu, select the wait period. We suggest 1 day or more

from the drop down menu, select the wait period. We suggest 1 day or more

32. Select the time for this wait; we recommend a 1 day wait step here

Select the time for this wait; we recommend a 1 day wait step here

33. Click on Save Action

Click on Save Action

34. Click on the + to add another step in the workflow

Click on the + to add another step in the workflow

35. If you need to remind yourself to reset the "Event date" from the beginning of the workflow, select internal notification, or add a task here

If you need to remind yourself to reset the

36. select either email, Notification or SMS type message.

select either email, Notification or SMS type message.

37. We suggest notification here

We suggest notification here

38. Type "update date on workflow"

Type

39. select the user who will receive this notifications reminder

NOTE: that this will trigger a notification on all clients who pass through this step, so in order to not receive 100+ notifications, you can choose to remove this step

select the user who will receive this notifications reminder

40. Click on Save Action

Click on Save Action

41. Click on the + mark to add another step in the workflow

Click on the + mark to add another step in the workflow

42. Add another wait step

Add another wait step

43. We suggest adding a 30 day wait step

We suggest adding a 30 day wait step

44. from the drop down select Days

from the drop down select Days

45. Click on highlight

Click on highlight

46. Click on Save Action

Click on Save Action

47. Click on the + mark and add a final step

Click on the + mark and add a final step

48. from the drop down, select the option for "Go To"

from the drop down, select the option for

49. Click on Save Action

Click on Save Action

50. Have the go to step, start back at the "Event start time" step at the beginning of the workflow

Have the go to step, start back at the

51. when you're ready, publish the workflow and hit save

when you're ready, publish the workflow and hit save

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