Email automations

An automation is a sequence of emails that starts when something happens, such as someone completing a lead magnet or a consultation not converting, and stops when the lead books or becomes a client. Emails go out from your name with your email as the reply address, in a deliberately plain layout, and every one carries an unsubscribe link.

Steps

1. Open My Leads and click the Automations tab.
2. Click New sequence and pick a template: Calorie calculator follow-up, Lost consultation win-back, No-show follow-up, New enquiry welcome, or Start from scratch. Templates are created as drafts, so nothing is sent yet.
3. Give it a Sequence name and choose when it starts under Start when: a lead magnet completed, your lead form submitted, someone added to a list, a lead status change, a consultation booked, a consultation no-show, or manual only.
4. Tick the Stop early when options you want: the lead books a consultation, or becomes a client. Anyone who unsubscribes is removed straight away regardless.
5. Click the + between steps to add one. Send an email has a subject and a rich text body with merge tags such as the lead's first name and your booking page link. Wait pauses for minutes, hours or days. If / else branches on their answers, status or list. Do something adds them to a list, changes their status, or sends you a notification.
6. Use Preview to see an email with sample details, and Send me a test to receive it yourself.
7. Click Save, then Turn on.

What you should see

• The row shows On, with In progress and Emails sent counters.
• The People card inside the sequence shows who is in it, who finished, and why anyone left.
• The first email after a form, magnet or booking goes out within moments. Later steps run on a ten-minute cycle, so a one-hour wait is sixty to seventy minutes.

If it is not working

• It will not turn on. Read the red box titled "Fix these before turning the sequence on". Common causes: no email step, an email with a blank subject or body, a trigger that needs a list or status chosen, or a condition pointing at a later email.
• Add leads is greyed out. The sequence must be On and saved. Enrolling by hand is for manual sequences or catching people up.
• Emails look plain. That is deliberate. Personal-looking emails from a coach get read. Your branding is used on PAR-Q and payment emails instead.
• A button to your booking page vanished. It is dropped if you have no booking page. Set one up first. See Set up your booking page.
• A merge tag printed nothing. Calculator tags such as daily calories only have values for calculator leads. Write a fallback like {{first_name|there}}.
• Someone did not get the first email. Events older than six hours never start a sequence, and a person who has unsubscribed, bounced or marked you as spam is skipped. Check the People card for the reason.
• The wait seems late. Waits and reminders are checked every ten minutes. Opening My Leads also tells the scheduler where to find the app, which helps after a long quiet spell.