Workflows
57 articles
Grow | Lead Tag Added > Trial 2.0 Workflow ExplanationWhen a lead tag is added from a plan in Core, what actions trigger the workflow in Grow? This document will give you an overview
Grow | Update Custom Values Within A WorkflowThe Update Custom Value Workflow Action is a powerful tool that automates updating custom values within Grow.
Grow | Checking Workflow HistoryWant to see why someone got added, why they failed a condition or what triggers certain actions inside a workflow? Check the history!
Grow | Sending Test Emails And SMSYou may want to send a test email to yourself, or perhaps you want to run yourself through the system using a workflow as a test/trial run.
Grow | Understanding Your WorkflowsAre you curious how a workflow in your system is triggered? Why do some workflows have a set trigger and others do not? Here's a flowchart
Grow | Using the Contact Changed Workflow Trigger
Grow | Using the Conversion List for Google Ads with Triggers and Workflows
Grow | Workflow Recipes
Grow | How To Move Actions in the Workflow BuilderWithin a Workflow, you may want to make changes and reorder one or multiple actions.
Grow | Workflow Contact Attribution Variables
Grow | Customizing Delivery Timeframes Within Workflows
Grow | Using a Workflow and Smart List To Track Failed SMS Contacts
Grow | How To Use Workflows to Assign Users to Leads
Grow | Using Multiple Triggering Events in Workflows
Grow | Set Up Automated Calls And Voicemail Drops in a WorkflowWithin the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops.
Grow | At Risk Messaging WorkflowThe at risk messaging workflow is designed to be used on a case by case basis to send to clients who need a little extra motivation
Grow | Create A Customized Lead Nurture Workflow Using Custom Field ResponsesWant to create an entirely unique custom journey for leads based on the answers they complete on a form? Here's how:
Grow | Where Did That Message Come From?Trying to determine where a specific message came from within the workflows of your Grow account. Here's how to find it!
Grow | At Risk Workflow & Recent Check In Tag Added WorkflowsOne of the most important tasks for a gym owner is having a grasp on where clients are. This new 'At Risk' workflow will help!
Grow | Manage and Use Manual Actions in WorkflowsManual Actions are tasks added to your system in the form of a queue and must be completed manually.
Grow | Wait ActionsNow you have the ability to use wait action steps and go to specific points of a workflow. Here's how it works
Grow - First Reservation Confirmation WorkflowIn this article, we explain what happens when a new lead reserves their first trial class in Core & how Grow triggers a specific workflow
Grow | Eliza AI Automatic Booking Bot
Grow | Create A Simple Refer A Friend Marketing ToolAsking current clients for referrals is an easy way to generate new hot leads! Current customers are your best marketing tool.
Grow | Understanding The Opportunities Folder & Its' Expected FlowHow do some workflows get triggered and how can you understand what triggers what in your Grow CRM? Here's a flowchart that can help!
Grow - First Class Attended WorkflowWant to customize a client journey based on their first check in to your gym? In this article we explain how we do this
Grow - Task ManagementUtilize Grow for task assignments and management with your staff
Grow | How To Determine Where A Message Is Coming FromWhere is that message coming from? In this article we will show you how you can use a tool to pinpoint where a message is coming from
Grow - Drop In Class Reserved WorkflowDrop in guests are fun to have, but did you know that if you can make them feel special, they will be more likely to leave you 5* reviews!
Grow | History Tab In WorkflowsWant to see who entered a workflow? When? Or, how it was triggered? Use the history tab to understand these details
Grow | Status Tab In Workflows
Grow - Drop In Review SMS 2.0 WorkflowYour Drop in guest just attended a class, now what? How about sending them a custom message and asking for a review?
Grow | After Hours Auto MessagingWant to send out an auto text if someone calls, or sends a message after hours?
Grow | Using the Edit Conversation Action in Workflows
Grow | Using The Go-To Function In Workflows
Grow | Facebook Conversion API Trigger in WorkflowsIf you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API.
Grow | Using The Event Start Date In WorkflowsThe Event Start Date action allows you to build automation around a specific date & time.
Grow | Plan Categories & Plan Names As Workflow TriggersWant to trigger a workflow based on different plan names or categories?
Grow | If/Else Workflow ConditionUsing the If/Else Workflow condition allows you to create different paths within a Workflow.
Grow | Cloning Or Duplicating A WorkflowDuplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have.
Grow | Organize Your Workflows Into FoldersWhen using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized.
Grow | Changing Workflow Messaging Or Adding A Message To A Workflow SequenceWant to customize the messaging in a workflow? Here's how!
Grow | List of Workflow Actions
Grow | List of Workflow Triggers
Grow | Using The Wait Action In The Workflow Builder
Grow | How to create a happy holiday workflowWant to send your contacts a happy holiday message for specific yearly holidays? Here's how to do it!
Grow - Stale OpportunitiesDo you have opportunities in your leads pipeline that you want to move after a set period of time?
Grow | Turn Off A WorkflowWant to turn off a workflow temporarily or completely?
Grow | Adding A Contact To A Specific Starting Point In A WorkflowSometimes you may want to add someone to a specific point in a workflow, rather than the beginning. Here's how to do it
Grow - How to create an "opt out" of text workflowSome regions require that you are compliant with text opt outs. Here's how you can set up an opt out sequence
Grow - Global Opt Out & DND ComplianceThere are more strict compliance rules for opt out of email marketing. Here's how you can create a custom value code to stay compliant
Grow - How to remove a contact from a workflowWhen a contact get's added to an unintentional workflow you can easily remove them if it was a mistake
Grow - How to self diagnose how a contact entered a workflowWhen you see a message in your conversations tab and need to figure out how a contact got added to a workflow, here's what you do
Grow | Customizing Your Settings in WorkflowsLearn what the settings tab inside of workflows can do for you
Grow | General Workflow OverviewThe workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality
Grow - Add members to Legacy WorkflowNow that you are ready to add your existing members to the Legacy workflow you can set it all up using the these simple steps.
Grow - Create a custom opt-in workflow campaignWant to have your customers reply with a specific "Key Phrase" you kick off a workflow campaign? Now you can!