Категории: Все - users - forms - notifications

по David Mason 2 лет назад

110

GVYC WorkFlow Updates

The text outlines updates and tasks related to the GVYC workflow system, focusing on triggers, user creation, and various functions such as forms, membership, and website creation. Specific updates include modifying email notifications and notes for R1 and R3 campaign triggers from 2022.

GVYC WorkFlow Updates

Origin Story Intro

origin@orignstory.life

review copy

calendar is understood

add new pipeline (two buckets)

fix red flags

To Do

Add Favicon to Funnels
Update Email to origin@originstory.life
No Show Seris Copy
Integration Instructions
Google
FB
Sales Pipeline
+tags
Update Campaigns
Update Triggers
Heart of the Story
Microphone Misspelled
2 Step Booking Reminder - Sales/Won Messaging
Set Calendar Booking Page in Abnadoned Booking series
Add Sales Calendar

Facebook

Calendar

Notifications/Alerts

Pipeline

Access

GVYC Workflow Updates

Funnels

Triggers

Update the R1 and R3 Trigger Email Notificatoins and Notes

Triggers > 2022 Triggers:

R1 and R3 campaigns


Campaigns

Workflows

WHEN Form Submit = Registration Form
IF/ELSE: cotact.athlete_level

Is "Coach or Volunteer"

-tag: level: high school

+opportunity: Level: Coach or Volunteer

+tag: level: coach or volunteer

Is "High School"

-tag: level: middle school

+tag: level: high school

Is "Middle School"

+opportunity: Level Middle School

+tag: level: middle school

Trigger Links

Tags

Calendars

Forms

UPDATE Registration Form to include this field
contact.athlete_grade_level

Radial Button

Pipelines

Athlete Level
Coach or Volunteer
High School
Middle School

Tasks

Users

TEMPLATE

Zaps
Create Opportunity
Create Membership
Create Website
Create Funnel
Create Tasks
Create Campaigns
Add Task
Manual Call
Wait
Call
Messenger
Manual SMS
Email
SMS
Create Triggers
Create Trigger Links
Create Tags
Create Calendar
Thank You Page
Landing Page
Create Surveys
Create Forms
Create Pipeline
Add stages