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ONBOARDING (Insurance (Wellvolution New Client Tag (API) + Solera Health…

- - - - Next 2 weeks: Either schedule or click to disenroll
        
        Click to disernoll sends Client Survey email from Doc: Why do you not want to move forward?
    - - Has Logged In
        
        Has Not Scheduled
        
        IAM 6 Hours Later: Zap IAM: Hi {{61259755contactFirstName}}, welcome to Betr! We noticed you haven't scheduled your on-boarding call yet. Please click the link to schedule your call to learn about the Betr experience, meet your coach and get started. {{61259755contactcustom_AutoCoachDirectSchedulingLink}}}} RMDY In App Message Campaign
        
        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
        
        Zap Text (immediate): Hi , to complete the Betr Health registration please click here {{55688436contactcustom_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."} THIS IS OFF
      - 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.
    - - Phone Consult Reminders IS
        
        Waits 30 min, sends Doc Congrats EM
        
        6 Hours Before Consult: Tags RMDY Confirm Consultation, EM click to confirm or reschedule
        
        3 Hours Before Consult: Text (FYF) click to confirm or reschedule
      - Creates PW (Immediate), Waits 5 Min, Sends Members Area EM
      - Missed Consult
        
        Wellvolution: VM, Sends Follow Up Text Daily for 5 days. Scheduled or Disenrolled tag takes out of sequence. DPP VM, Sends Follow Up Text Daily For 5 Days. Scheduled Consult or Wellvolution/Solera Disenroll takes out of sequence
        
        IAM Hi {{60472019contactFirstName}}, sorry we missed you on your scheduled call today. Please click the following link to reschedule your call:
        {{60472019contactcustom_AutoCoachDirectSchedulingLink}} and TASK
      - Cancelled Consult
        
        Sends Text (Insurance + Self Pay) (Immediate): Hi ~Contact.FirstName~ we noticed your scheduled consultation has been cancelled. Sometimes more than one appt could have been scheduled and it had been cancelled on our end in that instance. If this was not the case, please click on the link below to find a more convenient day and time: ~Contact._AutoCoachDirectSchedulingLink~
    - - Zap (Waits 5 Min) ](Send Supplement InfoCheckbox on call form sends IAM with Task to Daily Essentials Pack. Use code essentials30 for $30 off
        
        Next Steps EM: 2 Hours After Enrollment and Confirmation EM (New Customer Order Campaign IS)
      - From Wellvolution 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 DP
        
        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 weeks After EM, Text, VM - Keep Logging Weight In App
      - Wellvolution
        
        Diabetes Management
        
        Zap (Delay 5 min) No A1c last 90 sends IAM and Task 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 ] - 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)
      - Betr Lifestyle Plus Purchase (If no Betr Health Member Tag): Schedule Jump Start Call
      - 5 Days After Level 1 Start Date: Send Coaching Survey (Tagged But Not In Place Yet)
      - Betr Health Member Tag
        
        Sends Auto Login Email Memberium (if have not already received one ex - solera or wellvolution after consult scheduled)
      - Zap: Sends IAM and Task to Order Scale
        
        Sends IAM Tracking Info when ordered
        
        Zap: 4 Days Later Has Not Ordered Scale: Send Reminder IAM RMDY In App Messaging Campaign
      - Insurance On Consultation: Has Reached M1 (checkbox on form - client downloaded app and logged in?)
        
        Yes Wellvolution
        
        Nothing
        
        No
        
        FYF Text (Immediate): {{Contact_FirstName}}, please download/login to the Betr Health app. Your link will expire in 2 Hrs. Click to download IOS:{{LINK-12723}} ANDROID:{{LINK-12722}}
        
        Waits 2 Days No Click
        
        FYF text: Hi {{Contact_FirstName}}, this is a reminder to download the Betr Health app. Click to download IOS:{{LINK-12723}} ANDROID:{{LINK-12722}}
        
        Yes Solera
        
        Waits 30 Minutes, Sends EM: Congrats, do these engagements right away
      - Level 1 Orientation Call Scheduled
        
        Zap Sends IAM Call Recording Day of Call RMDY In-App Messaging Campaign Sends 1 hour after L1 orientation call takes place
        
        Hi Greg! Here is the Level 1 Orientation call recording:http://bit.ly/Level1OrientationCall In case you missed it, please review before your Discovery Call with your assigned coach. - The Betr Health Team
      - Tues Night Call Scheduled
        
        Zap sends IAM Tues Night Call Recording 1 hour after 9pm Tues call takes place
        
        Hi {{60947550contactFirstName}}, here is a recording of one of Dr Ferro's inspiring Tuesday Night Calls :) In case you've missed it, please have a listen before your Discovery Call with your assigned coach: http://bit.ly/DrFerTuesCall
      - Insurance Client Quit
        
        Form Submitted - EM to client: Take Survey
        
        Insurance Client MIA Escalation Email/Text Series 3 escalations + Final Warning. Escalation 1 = 1EM. Escalations 2 and 3 = FYF Text (immediate), EM after 2 days. Final Warning = FYF text (immediate), EM after 2 days.
        
        Solera Disenroll via MIA Form
        
        Disenrolled EM:We'd hate to see you go, but unfortunately your insurance benefit is no longer covering the Betr Health Program due to inactivity. If you have any questions regarding the this process, you can contact Solera Health Care Services at 877-486-0141 or support@solera4me.com.
        Have a Good Day,
      - Level 2 Transition Call Recording (ALL)
        
        Sent 1 hour after L2 Transition call
        
        Zap: Hi , here is the Level 2 Transition call recording:
        http://bit.ly/Level2Transition
        In case you missed it, and to ensure you are prepared before you begin the next phase of the porgram, please have a listen before your upcoming Level 2 call with your coach. RMDY In app Message Campaign
      - Level 3 Transition Call Recording (ALL)
        
        Sent 1 hour after L3 Transition call
        
        Zap here is the Level 3 Transition call in case you missed it:
        http://bit.ly/Level3Transition
        On your Level 3 call your coach will talk with you about your transition plan to maintenance and the best way forward.
        Congratulations on a job well done!
- - - - Members Area Welcome Email
      - Let's Get Ready To Start Email
- - - - Redirected to Insta-Chat Page and tagged with "Prospect Created Password"
      - NOTHING IN PLACE YET
    - - YES
        
        Generated Their Own Password?
        
        YES
        Tagged "Email Address Verified"
        
        Send Account Information (#3882)
        
        NO
        
        WAIT for tag "Prospect Created Password"
      - No
- - - - ZAP: IAM: Hi {{57881910contactFirstName}}, we noticed you haven't scheduled your consultation yet. Please click the link to schedule your complimentary 10-15 minute call to learn about the Betr experience. {{57881910contactcustom_AutoCoachDirectSchedulingLink}} RMDY In App Message Campaign THIS IS OFF
- - - - Cancels
        
        Text to Reschedule (immediate): Hi ~Contact.FirstName~ we noticed your on-boarding call with your assigned coach has been cancelled. Sometimes more than one appt could have been scheduled and it had been cancelled on our end in that instance. If this was not the case, please click on the link below to find a more convenient day and time: ~Contact._AutoCoachDirectSchedulingLink~ reply back for assistance :) - Betr Health
      - Missed
        
        3 texts - 1 immediate, 2 days, then 2 days, then waits 1 days - tags lead nurture: new betr enrolled missed and a tag that sends a zap message to intercom to schedule the on-boarding call