Automation recipes that work

Build these in Communications › Journeys. Click New journey, pick the trigger, then add the steps. Use only Email and Wait steps (and Exit journey if you want an explicit end). Other step types in the builder, such as Text message, Branch, Add tag and Create task, do not run yet: a journey that reaches one stops with an error.

New lead welcome

Trigger: Lead created.

1. Email right away: thanks for reaching out, what a first class looks like, how to book a trial (link to your trial page).
2. Wait 2 days.
3. Email: a short story or photo from class and a second invitation to book.
4. Wait 5 days.
5. Email: answer common questions (cost, schedule, what to wear).

Or start from the Lead welcome template, which sends to new leads who opted in to marketing email.

Welcome for new members

Trigger: Membership created.

1. Email right away: welcome, the schedule, the dress code, and how to use the parent portal and app.
2. Wait 7 days.
3. Email: "How was the first week?"
4. Wait 23 days.
5. Email: celebrate their first month.

The New member onboarding template is a ready-made version.

Birthday greeting

Trigger: Birthday. It runs on the student's birthday and sends to the student or their guardian.

1. Email: happy birthday from the whole team.

The Birthday greeting template is ready to use.

Missed you in class

Trigger: Absence. You set how long a student has been away before they enter.

1. Email from the head instructor: "We have missed seeing you on the mats. Everything okay?"
2. Wait 7 days.
3. Email: a friendly note about getting back into class.

Trial no-shows and trials that did not join

These need a check on whether the family came in, which journeys cannot do yet. Use Admin › Settings › Automations instead and turn on Trial no-show recovery and Trial attended, not enrolled.

Failed payments

The Payment failed trigger exists, but the Payment recovery template includes a step that does not run yet. Build your own with email and wait steps only, or turn on Past-due billing follow-up under Admin › Settings › Automations.

What makes a good journey

• Help the family before you ask for anything.
• Be specific. "How did Aiden enjoy his first week?" beats "How was it?"
• Give every email one clear next step.