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Onboarding (Self Pay (Main Website Leads (Betr Health Prospect Tag) (Zap:…
Onboarding
Self Pay
Main Website Leads (Betr Health Prospect Tag)
Zap:
Betr Health Prospect Add to IS and APP
. Adds to app, sends text to download Betr app, sends EM overview from Doc, sends IAM and Task to schedule consult (New Betr)
EOS Quiz Takers (EOS Prospect Tag)
Zap:
EOS Onboarding Add to APP
. Adds to app, sends text to download Betr app, sends EM overview from Doc, sends IAM and Task to schedule consult (New Betr EOS)
Insurance
Wellvolution New Client Tag (API) + Solera Health New Client Tag (DPP-No API)
Wellvolution Has Not Scheduled Campaign IS
Solera Has Not Scheduled Campaign IS
A) First Text: 2 hours after getting in system to schedule consult (Wellvolution) and 1 hour after (DPP). Waits 1 day=Email, +2 days=Email and Text, +4 days=Email, +1 day = text. Waits 5 days then tag applied (Solera/Wellvolution Did Not Compete Registration: Non Responsive Tags) to go into following next 2 weeks follow up has not scheduled sequence
B) Always Runs: 1) waits 5 min=Text Download
Downloaded App
Text (immediate): Hi , to complete the Betr Health registration please click here {{55688436
contact
custom_AutoCoachDirectSchedulingLink}} this is time sensitive so please take a few seconds to click on the link. If you need any help just reply to this message."}
Has Not Downloaded App
Waits 12 hours
Text: Hi , welcome to Betr Health! To complete registration please download and log in to the Betr Health App as soon as possible today using your mobile number. Click to download IOS:
http://bit.ly/betrhealthappios
ANDROID:
http://bit.ly/betrhealthappandroid
If you have any issues simply reply to this text and a coach will assist you.
Waits 4 days
Text: Hi, we noticed you have not logged in to the Betr app yet. At your earliest convenience, please download and log in using your mobile number. Click to download IOS:
http://bit.ly/betrhealthappios
ANDROID:
http://bit.ly/betrhealthappandroid
If you have any issues simply reply to this text and a coach will assist you.
Has Logged In
Has Not Scheduled
IAM 6 hours later:
Has Scheduled
VM: Hi, this is Elise welcome to Betr you've downloaded logged into the app and scheduled consult great work etc we're excited to work with you etc
D) Zaps:
New Solera DPP Add to RMDY App
and
New Wellvolution Add to RMDY App
. Adds to app, sends chat message and patient task to schedule consult
C) Consult Scheduled (Solera Health Scheduled Consultation/Wellvolution Consultation Scheduled Tags)
Phone Consult Reminders IS
Waits 30 min, sends Doc Congrats EM
Waits 30 min, sends Doc Congrats EM
3 Hours Before Consult: Text (FYF) click to confirm or reschedule
Creates PW (Immediate), Waits 5 Min, Sends Members Area EM
Missed Consult
Wellvolution
: Sends Follow Up Text Daily for 5 days. Scheduled or Disenrolled tag takes out of sequence. DPP currently has old follow up sequence (FYF clicks)
Enrolled
Zap (Waits 5 Min):
Send Supplement Info
Checkbox on call form sends IAM with Task to Daily Essentials Pack. Use code essentials30 for $30 off.
Next Steps EM (2 hours after enrollment):
New Customer Order Campaign IS
From
Wellvolution
Consultation and
DPP
Call Form Campaigns IAM (Immediate): Hey , welcome to our Betr family! We are here to support you, but it's also good to have your family and friends' support too for best sustainable results! Share this link with your co-workers, spouse and/or children (18+) so they can participate with you through insurance coverage:
https://wellvolution.com
/ DPP sharing link for DPP
RMDY IAM Campaign:
(4 Days Before Discovery Call) IAM: Hey , we are excited for you to begin your Betr lifestyle and reach your weight loss goals! The main objective this week is to build a habit of taking pictures of your meals. Try out the food tracker on the homepage!
DPP
Waits 1 hour:
Program Expectations EM
(IS Campaign)
Waits 1 Day:
Share this link with your colleagues
EM
9 Months After: EM, Text, VM Reminder to Keep Logging Weight
Wellvolution
Diabetes Management
Zap (Delay 5 min)
No A1c last 90
Sends IAM and Task to Print Voucher
4, 7, 10, 13 months take your A1c test
Tags located in
RMDY in App Message Campaign
Zap (Delay 5 min)
A1c Last 90 Self Reported
. Sends IAM to post lab results in chat and creates Task
3, 6, 9, 12 months take your A1c test
Tags located in
RMDY In app Message Campaign
Discovery Call Completed
IS RMDY Messaging Campaign:
13 Months Level 1 Sprint and Mid Month IAM's For Insurance AND Self Pay (IAM'S NOT CREATED YET)
Zap: Sends IAM and Task to
Order Scale
Sends IAM Tracking Info when ordered
Client