Gym Snapshot Setup Guide

Gym Snapshot Setup Guide

Snapshot Setup Guides
January 11, 2023•6 min read

Create Account

  • Click “Add Account” button

  • Enter/Find client (or add manually if you can’t find them)

  • Select “Industry Template - Gym” snapshot from Snapshots dropdown

  • Fill out client info

  • Save

Configure General Settings Tab:

  • Switch into new client account (Switch To An Account Dropdown at top)

  • Settings > Company tab

  • Add Company Logo

  • Set company email

  • Confirm time zone is correct

Setup Twilio Phone Number:

  • Settings > Phone Number Tab > Add Number

  • Create New Number

  • Be sure to enter/save the “call forwarding number” (the main office number)

  • Turn on call recording and call recording notification message

Build A Funnel

  • Watch Onboarding Video 3: Building Funnels

  • Set up the URL path for each funnel and page

  • In the Free Week Gym Membership > be sure to set the form button used in the Pop Up to direct to either the Booking Page or Thank You Page

Update Custom Values

  • Settings > Custom Values > Twilio Number > Pencil Icon > Enter new Twilio Number

  • Settings > Custom values > Claim TY Page > Pencil Icon > Enter Claim Thank You Page url

  • Settings > Custom values > From Email > Pencil Icon > Enter the email address that should be shown as the “from” address (usually contact@yourclient.com)

  • Settings > Custom values > Notifications Email For Client > Pencil Icon > Enter the email address of your client that notifications should go to

  • Settings > Custom values > Twilio Number In link Form > Pencil Icon > Replace the 5s in the following example with the Twilio number (tel:+15555555555)

  • Settings > Custom values > Logo Link > Pencil Icon > Enter the url for your client’s logo

  • Settings > Custom values > Your App URL > Pencil Icon > enter the url where clients log into your HighLevel app

  • Settings > Custom values > DR Offer > Pencil Icon > enter your database reactivation offer (like 3 free personal training sessions)

Setup Mailgun

  • Agency Account > Settings > Mailgun

  • Copy main API key at top and paste in client field (be sure to hit return then click save button that appears)

  • Select the subdomain you set up from the dropdown in the domains column for this account

Review Pipeline Stages

  • Settings > Pipeline > Edit the name of your Pipeline

Setup campaigns: A-1 OR A-2 depending on campaigns you’re running

  • Client account > Marketing > Campaigns > select A-1 OR 2) > Configuration dropdown > set From email address > enter Client Business Name in from name field and review other settings

  • Update Email Titles

  • Review the timing of each item

  • Update placeholders in voicemail script, record & upload file

  • Be sure that the campaign is published (not draft mode)!

  • Repeat steps above for additional A campaigns if necessary

Example Voicemail Script: Hi this is [client name/gym owners] from [gym name] calling to thank you for signing up for a free week membership. The next step is to schedule a time to come in to get set up with your membership and to discuss your fitness goals to get the most out of your free week. Please give us a call back at [Twilio Number] at your convenience to book a day and time that works best for you. We look forward to seeing you!

Optional → Connect Your Facebook Lead Ad And Map Fields

  • In your agency account, go to Settings > Integrations

  • Follow steps in our Direct Facebook Lead Ad Integration tutorial video

  • Be sure to add the Claim Thank You Page (Survey Page) url from the funnel as the redirect link in your Facebook Lead Ads form

  • IMPORTANT → If you’re using Facebook Lead Forms instead of the landing pages and High Level forms you will need to update all your #1 Triggers to Facebook > Facebook Lead Form Submitted > In form > Correct form you’re using on Facebook

Activate Trigger #1-A OR 1-B depending on campaigns you’ve turned on (Free Week Offer - Add to Free Week Claim Nurture - Create Opportunity in New Lead stage - Notify Client):

  • Review & Activate

Activate Trigger #2 depending on campaigns you’ve turned on (Free Week Claim Nurture Reply - Move opportunity to Hot Lead stage - Notify Client):

  • Review & Activate

Setup the Review Request Outreach Email:

Setup the Review Request Outreach Text Message:

Settings > SMS Tab

Paste review link from the previous step

Save!

Setup the Review Request Outreach Timing:

Settings > Customize Communications tab. Set Email to 'immediately' and SMS to ‘After 1 Hour’

Configure campaign B) No Show Nurture:

  • Client account > Marketing > Campaigns > select B) Now Show Nurture campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save!

  • Review each item in the sequence and their timing

  • Activate Campaign

Edit Booking Request Calendar Settings:

  • Settings > Calendars > Booking Request > Pencil Icon

  • Set notification Email

  • If a client has a Google Calendar > Create a user for them, have client login and go to Settings > Integrations > Connect their Google account then go to Settings > Calendar Tab > Open Free Consults calendar and configure

  • Set the BOOKING Thank You Page URL in "Thank You Redirect URL" field

  • Save!

Activate Trigger #3 (Appointment Status is No Show - Add to No Show Nurture Campaign):

  • Review & Activate

Activate Trigger #4 (No Show Nurture reply - Move to Hot Leads in YOUR PROMOTION Pipeline - Notify Client):

  • Review & Activate

Activate Trigger #5 (No booking & no reply in A campaigns - Tag - Add to Campaign Not Yet Ready):

  • Review & Activate

Activate campaign C) Not Yet Ready:

  • Client account > Marketing > Campaigns > select C) Not Yet Ready campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save!

  • Make sure it’s Active!

  • Marketing > Campaigns > A) Core campaign > Config dropdown > Next Campaign dropdown > Select Not Yet Ready > Save

Activate campaign D) Booking Requested Reply

  • Marketing > Campaigns > select D) Booking Requested Reply campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save

  • Review & Activate

Activate Trigger #6 (New Booking Request - Move to Booking Requested pipeline stage - Notify Client)

  • Review & Activate

Activate campaign E) Appointment Reminders

  • Marketing > Campaigns > select E) Appointment Reminders campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save

  • Turn off "Stop On Reply"

  • Review all items

  • Activate

Activate Trigger #7 (Appointment Status Confirmed - Add to Appointment Reminders campaign)

  • Review & Activate

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