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RainMaker Flows Overview
Laura Hines avatar
Written by Laura Hines
Updated over 3 years ago

"Flows" are AMAZING marketing tools. They can be set up to automate many of your usual processes. You can send out automated email, text messages or post cards to your contacts and even create tasks and reminders for your staff. Flows are send out when triggers happen for the contacts in your RainMaker.

Triggers like...

  • They become a prospect

  • They join a program

  • They stop attending classes

  • They have a birthday

  • They are expiring from their current program

  • They earned a rank

  • They were tagged with a Flow Tag

  • They bought a Trial Lesson

For example, you can set up a Flow to send a different email or text message every few days to those who opt into your website for more information.

Then, once they become a student, the prospect flow will stop.

Then you can set up a Flow that starts sending emails to all your new students informing of them of dojo protocol, how to tie their belt, etc.

We have created some help videos to show you exactly how to do it.

Part One: Watch a quick video on how to set up automatic email, text message, and post card marketing to all new Prospects.





Part Two: Create a Flow based on your students joining a program.


Part Three: Create a Flow for when your students stop coming to classes

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