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Automations (During Programme (Float 2 (Staff inputs date into client…

- - - - Zaps update to mailchimp :star:
        
        Sends automated email based on updated entry (Mailchimp)
        
        Gmail
        
        Send email to us to prompt phone call
        
        Calendar
        
        Sets reminder for 3 days to complete
  - - - Zaps update to mailchimp :star:
        
        Sends automated email based on updated entry (Mailchimp)
  - - - Zaps update to mailchimp :star:
        
        Sends automated email based on updated entry (Mailchimp)
        
        Gmail
        
        Send email to us to prompt phone call
        
        Calendar
        
        Sets reminder for 3 days to complete
  - - - Zaps update to mailchimp :star:
        
        Sends automated email based on updated entry (Mailchimp)
  - - - Zaps update to mailchimp :star:
        
        Sends automated email based on updated entry (Mailchimp)
- - - - Mail Chimp
        
        takes info from master sheet and adds client to list 'The REST Project :star:
        
        Segments client by Float Centre (mailchimp)
        
        Sends Automatic Welcome email based on float centre (mailchimp) :warning: :recycle:
        
        ASANA
        
        Adds follow up reminder for one week :star: :warning: :recycle:
        
        We get notification from ASANA and send a personal email to the client :fire: :warning: :recycle:
        
        Adds to list of who has inquired :star:
      - Staff Enters Client details :red_flag: :
        
        Fills to master sheet :pen:
  - - - MailChimp
        
        Gmail
        
        Google Documents
        
        Google Sheets
        
        Adds client info to the 'client details sheet' for the specific club :pen:
        
        Google Calendar
        
        Creates Client Notes Template :star:
        
        :fire: we need to add this to the centres google drive account :warning: :recycle:
        
        Sends info of the client to us to let us know someone has signed up :star:
        
        Takes info from master sheet and adds client to list 'Float Dose Clients'
        
        Sends auto welcome email (mailchimp)
        
        Sends 1st week email 1 day after sign up email
      - Client fills out sign up sheet :champagne:
        
        Fills to master sheet :pen:
  - - - Calendar :recycle:
        
        Check intake survey filled
      - Float Club staff update field 'Date of first float' :red_flag:
        
        Automatically enters into sign up master sheet :pen:
  - - - Gmail
        
        Information from intake survey sent to us :star:
        
        We need to update this information in the client's notes file :fire:
      - Client fills out intake survey :champagne:
- - - - Staff member inputs end into client details sheet :red_flag: :warning::recycle:
        
        Automatically updates sign up master form :pen: :Warning: :recycle: :<3:
      - Mailchimp
        
        Completed dose sent out :star: :
        
        Calendar
  - - - Client Completes Outtake form :champagne: :warning: :recycle:
        
        :beer_mugs: to add extra questions to outtake form
      - Gmail
        
        We get sent an email with information from outtake sheet :star: :warning: :recycle:
        
        We formulate information into an outcome email to send to the client :fire: :warning: :recycle: