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Marketing Automations-Customize your Facebook, Google, Yelp and Refer a friend template

To customize your "Like us on Facebook" document:

Click on setup > document templates > and scroll down until you see "Marketing" > click on Like us on Facebook!

 

Next, make sure to highlight the facebook icon and click on the hyperlink icon:

 

Make sure to select https:// and paste your facebook URL into the box next to source. Click on insert > apply > ok > make sure to Save Changes on the main template.

 

Click on setup > automations > under the pre set automations, click on Like us on Facebook!

 

This Automation is automatically setup to trigger and send out to a student after 5 attendances. If you wish to change this attendance total, you can do so next to Total Att. >= and enter in the new number.

 

Make sure to scroll to the bottom, and check the box to activate this automation. And you are all set to go!

 

 

How to Customize your Google & Yelp Document Template:

 Click on Setup > Document Templates > Click on Review us on Google & Yelp!

 

Highlight the Google icon, then click on the hyperlink. In the hyperlink pop up, select https:// and paste your Google review URL into the box next to source. Click on insert > apply > ok > make sure to save changes on the main template.

 

Highlight the Yelp icon, then click on the hyperlink. In the hyperlink pop up, select https:// and paste your Yelp review URL into the box next to source. Click on insert > apply > ok > make sure to save changes on the main template. 

 

Make sure to save changes at the bottom of this template screen when you have added the hyperlink to both icons.

 

Next, click on setup > Automations > Review us on Google & Yelp!

 

This Automation is automatically setup to trigger and send out to a student after 10 attendances. If you wish to change this attendance total, you can do so next to Total Att. >= and enter in the new number.

 

Make sure to scroll to the bottom, and check the box to activate this automation. And you are all set to go!

 

 

How to Customize the Refer a friend Document Template:

Click on Setup > document templates > Refer a Friend, Get XYZ

 

In this template, change all of the "XYZ" areas to showcase the discount dollar amount that you wish to give to the student that refers a friend, and save changes at the bottom of this template.

 

Next, click on setup > Automations > Refer a Friend, Get XYZ!

 

This Automation is automatically setup to trigger and send out to a student after 15 attendances. If you wish to change this attendance total, you can do so next to Total Att. >= and enter in the new number.

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