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Grow | Plan Categories & Plan Names As Workflow Triggers

Want to trigger a workflow based on different plan names or categories?

Dave Yandel avatar
Written by Dave Yandel
Updated over 3 years ago

Want to stand out from all of your competitor gyms? Now you can customize your client journey based on each plan name or plan category to truly customize your client journey.

1. Go to your Core Dashboard

2. Click on Plans

Click on Plans

3. Here's a list of a typical plan listed by Category

Here's a list of a typical plan listed by Category

4. On Member Type, These are the 'Tags' that when sold, get sent to Grow

Tag types available: Non-Member

On Member Type, These are the 'Tags' that when sold, get sent to Grow

5. Tag types available: Member

Tag types available: Member

6. Tag types available: Lead

Tag types available: Lead

7. These are the plan categories

These are the plan categories

8. These are the plan names

These are the plan names

9. In Grow, we want to trigger the workflow based on the 'Tag Added' as our trigger

In Grow, we want to trigger the workflow based on the 'Tag Added' as our trigger

10. This is how your trigger should be set

This is how your trigger should be set

11. Create an If/Then workflow step

Create an If/Then workflow step

12. In the segments we want to create an filter

In the segments we want to create an filter

13. In the first drop down select contact details

In the first drop down select contact details

14. No search either by plan or the plan category

Note: This info comes from Core and was explained in steps 4-8

No search either by plan or the plan category

15. In this scenario, we will choose plan name. Next, go to the next drop down and select "Contains"

In this scenario, we will choose plan name. Next, go to the next drop down and select "Contains"

16. It should look like this:

It should look like this:

17. Type the plan name as it appears in your core account

Type the plan name as it appears in your core account

18. Click on Save Action

Click on Save Action

19. Have your segment add a "free trial tag" or whatever naming convention you want to use for this plan name, to trigger another workflow

Have your segment add a "free trial tag" or whatever naming convention you want to use for this plan name, to trigger another workflow

20. In this scenario, we will use "Free trial"

In this scenario, we will use "Free trial"

21. Now, create a new workflow

Now, create a new workflow

22. Click on Start from scratch

Click on Start from scratch

23. Click on Create new workflow

Click on Create new workflow

24. Click on Add New Workflow Trigger

Click on Add New Workflow Trigger

25. The trigger should be "Contact tag"

The trigger should be "Contact tag"

26. Click on Add filters

Click on Add filters

27. Click on "Tag added"

Click on "Tag added"

28. It should look like this:

It should look like this:

29. Now, select the tag you want to trigger this workflow. From our previous scenario in step 20, it would be "Free trial" but you can do whatever naming convention you used

Now, select the tag you want to trigger this workflow. From our previous scenario in step 20, it would be "Free trial" but you can do whatever naming convention you used

30. The final trigger should look like this:

The final trigger should look like this:

31. Click on Save Trigger

Click on Save Trigger

32. Now, build your workflow and messaging out based on that plan to customize the client journey

Now, build your workflow and messaging out based on that plan to customize the client journey
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