[BETA] Amplify - New Leads & Clients workflows

As part of Amplify, you can now use the New Leads & New Clients automated workflow, minimising your workload and helping you convert more of your newly registered leads and onboard your new clients with timely and consistent messaging!

New Leads Workflow

To access this workflow, you can go to Connect > Messages tab. Here you’ll see “New leads” at the top of the Messages list, alongside an Amplify tag to easily identify it. From here you can activate the flow and it will automatically use our pre-defined template to send messages, which contains a sequence of emails sent on Days 1, 3, 7, 14, and 30 after a new lead is registered.

To customise the messages in this workflow, you must first click on it. From there, you will see:

• Flow Start condition: the workflow targets any new lead that is registered in the system 
• Flow Stop condition: the workflow stops targeting any new lead as soon as they make their first service purchase (e.g. a membership or credit pack). 
• If a lead never makes their first service purchase, they’ll receive the workflow’s messages until the last message set up (in the example below, a Day 30 email).
• The sequence of messages set up

You can then click on each individual message and edit its content accordingly.

New Clients Workflow

To access the workflow, you can go to Connect > Messages tab. There you’ll see “New clients” on the Messages list, alongside an Amplify tag to easily identify it. From here you can activate the flow and it will automatically use our pre-defined template to send messages, which contains a sequence of emails sent on Days 1, 30, 60, and 90 after a new client is registered.

To customise the messages in this workflow, you must first click on it. From there, you will see:

• Flow Start condition: the workflow targets any new lead that is registered in the system 
• Flow Stop condition: the workflow stops targeting any new lead as soon as they make their first service purchase (e.g. a membership or credit pack).
  • If a lead never makes their first service purchase, they’ll receive the workflow’s messages until the last message set up (in the example below, a Day 30 email).
• The sequence of messages set up

You can then click on each individual message and edit its content accordingly.

If you have any issues with the above, please contact our Support team.