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Automate repetitive tasks with Wodify Workflows
This page will lead you through the steps you need to start engaging clients, managing leads, and automating your processes with custom workflows.
Follow the steps below to get started.
Want more hands-on support to get set up?
Book a call with our dedicated Workflows team below:
Learn the Workflow basics
We've put together a collection of resources to help you get started.
Get equipped with the foundational knowledge to conquer Wodify Workflows.
Become more familiar with how certain features work before implementing them.
Builder Overview
Get to know Builder, the Workflows tool for creating your own custom recipes.
Set up your recipes
Once you're familiar with the basics, use these step-by-step guides to walk you through setting up specific automations tailored to your business needs. Each guide is broken out by our available bundles: Lead Nurture, Client Nurture, Attendance Milestones, and Membership Management.
Lead Nurture
Recipes to streamline the lead to member journey.
This recipe triggers when a lead is created with the New status. The goal is for the lead to book a free trial class, intro appointment, or convert to a client.
This recipe triggers when a lead books a free intro appointment. The goal is to inform the lead of what to expect and increase the show rate with reminders.
This recipe triggers when a lead books a free trial class. The goal is to inform the lead of what to expect and increase the show rate with reminders.
This recipe triggers when a lead is created with the New status via inbound SMS. The goal is for the lead to book a free trial class, intro appointment, or to convert to a client.
This recipe triggers when the trial lead has attended their Free Trial class. The goal is for a lead to book another free trial or convert to a client by purchasing a membership.
This recipe triggers when the trial lead has attended their Free Intro appointment. The goal is for a lead to book another free intro appointment or convert to a client.
This recipe triggers when the trial lead no-shows their free trial class. The goal is for the lead to re-engage and attend a free trial class.
This recipe triggers when the trial lead no-shows their free intro appointment. The goal is for the lead to re-engage and attend a free intro appointment.
This recipe triggers when a lead's status changes to disqualified. The goal is to maintain contact with a disqualified lead and encourage them to book a trial.
Client Nurture
Recipes to enhance client engagement and retention
This recipe triggers when a client that is in the on-ramp status is updated. The goal is for the client to stay engaged, attend regular classes and purchases a regular membership.
This recipe triggers when a client is created with the on-ramp status. The goal is for the client to stay engaged, attend regular classes and purchases a regular membership.
This recipe triggers when a client moves from the On-Ramp status to the Active status. The goal is to retain the client as an active member for 60 days as well as keep them engaged.
This recipe triggers when a client is created with the Active status. The goal is to retain the client as an active member for 90 days and keep them engaged.
This recipe triggers when a client's status changes to Inactive. The goal is to win back the client.
Learn more
This recipe triggers when a client that has been Inactive changes to the Active status. The goal is to retain the client and keep them engaged.
This recipe triggers when a client has been added to the at-risk list via. Wodify Retain. The goal is to retain the client by prompting immediate engagement with a staff member.
This recipe triggers when a client has been removed from the at-risk list via. Wodify Retain. The goal is to let you know that a customer has been saved.
This recipe triggers when a client has not signed into class in 14 days. The goal is to reengage the client and encourage them to come in for a class.
Attendance Milestones
Recipes to recognize key class and appointment milestones
This recipe triggers when the client signs in for their 75th class. The goal is to celebrate the client's attendance milestone and request a Google review.
This recipe triggers when the client signs in for their 150th class. The goal is to celebrate the client's attendance milestone and request a referral.
This recipe triggers when the client signs in for their 500th class. The goal is to celebrate the client's attendance milestone and request a testimonial.
This recipe triggers when the client signs in for their 25th appointment. The goal is to celebrate the client's attendance milestone and request a Google review.
This recipe triggers when the client signs in for their 75th appointment. The goal is to celebrate the client's attendance milestone and request a referral.
This recipe triggers when the client signs in for their 150th appointment. The goal is to celebrate the client's attendance milestone and request a testimonial.
Membership Management
Recipes to simplify onboarding and create upsell opportunities
This recipe is triggered when a hold is added to a membership. The goal is to notify the client when their hold is about to end.
This recipe triggers when a membership is purchased. The goal is to provide the client with notices leading up to the renewal date of their membership.
This recipe triggers when the client purchases a specific membership. The goal is to provide the client with tailored information.
This recipe is triggered when a class pack membership expires without auto-renewing.
The recipe automatically adds a new pack to the client's account, enabling class packs to auto-renew after a set time even if all classes in the current pack haven't been used.
Congrats!
You've taken significant steps toward streamlining your business operations with Wodify Workflows.
Remember, our dedicated Wodify Workflows team is always here to assist you. If you encounter any difficulties or have any questions, feel free to get personalized guidance from our Workflows experts by emailing or booking a call.