GVYC Workflow Updates

TEMPLATE

Create Pipeline

Add stages

Create Forms

Create Surveys

Create Calendar

Landing Page

Thank You Page

Create Tags

Create Trigger Links

Create Triggers

Create Campaigns

Create Tasks

Create Funnel

Create Website

Create Membership

Create Opportunity

Zaps

Users

Tasks

Pipelines

Athlete Level

Middle School

High School

Coach or Volunteer

Forms

UPDATE Registration Form to include this field

contact.athlete_grade_level

Radial Button

Middle School

High School

Coach or Volunteer

Calendars

Tags

Trigger Links

Workflows

WHEN Form Submit = Registration Form

IF/ELSE: cotact.athlete_level

Is "Middle School"

+tag: level: middle school

+opportunity: Level Middle School

Is "High School"

+tag: level: high school

+opportunity: Level Middle School

-tag: level: middle school

Is "Coach or Volunteer"

+tag: level: coach or volunteer

+opportunity: Level: Coach or Volunteer

-tag: level: middle school

-tag: level: high school

Campaigns

Triggers

Update the R1 and R3 Trigger Email Notificatoins and Notes

r

Triggers > 2022 Triggers:R1 and R3 campaigns

Zaps

Funnels

Origin Story Intro

r

origin@orignstory.lifereview copycalendar is understoodadd new pipeline (two buckets)fix red flags

a

Access

Pipeline

Triggers

Funnels

Tags

Notifications/Alerts

Calendar

Facebook

To Do

e2

Add Sales Calendar

Set Calendar Booking Page in Abnadoned Booking series

2 Step Booking Reminder - Sales/Won Messaging

Heart of the Story

Microphone Misspelled

Sales Pipeline

Update Triggers

Update Campaigns

+tags

No Show Seris Copy

Add Favicon to Funnels