Automations
Created by: Emma Johnston
Last Updated: June 25, 2024
Coach Catalyst
When someone completes a form (for a free program) or buys a program through a two-step order form (in a funnel), they can be automatically added to a Coach Catalyst program by using a workflow. You can also add them to a Community and Resource Folder.
Workflow and Trigger
CLONE THE WORKFLOW
1. Click on Automation > Workflows and locate the Purchase Automations template you want to use. There is a general template in CP Template Workflows folder or program specific templates in the CP Marketing/Automations folder.
Using a template will ensure that all of the four required action steps are set up correctly.
2. Click on the Clone icon on the right-hand side. In the popup window, rename the workflow and press the green Create button.
3. Hover over your new workflow, click Actions > Move to Folder and either move it to a new folder or out of the current folder. Press Save.
EDIT THE WORKFLOW TRIGGER
4 . Open the workflow trigger in the white box at the top of the workflow. For paid programs, choose Order Form Submission as the workflow trigger. In Filters, choose the required funnel/website and set the submission type to Sale.
For free programs, choose Form Submission as the workflow trigger. In Filters, select Form Is and choose the correct form.
Coach Catalyst Program
ADD COACH CATALYST PROGRAM
1. Click on the Coach Catalyst Program Information step.
2. In a second tab, open Coach Catalyst and select Programs from the left hand menu.
3. Find the program that you want to add the contact to and copy the name of the program.
4. In SuperCoach CRM, go to the workflow and paste the name of the program into the Coach Catalyst Program field.
NOTE: Program and tag name must be an exact match to the information in Coach Catalyst. If you change your program start date or program name, you need to update the workflow (otherwise the automation will fail). If you have copied the program name, but experience an error, double check that there is not a space after the program name in Coach Catalyst.
If you do not want to add the client to a program, click on the Trashcan icon next to both the program field and date field.
Start Date, Day or Tomorrow
You can start a Coach Catalyst program on a specific date, day or tomorrow. The template is set up for a specific date, but this can be changed. You can also start a client on a program immediately (click here for more details).
SPECIFIC START DATE
In the Coach Catalyst Program Information step of the workflow, enter the start date in the format YYYY-MM-DD in the Coach Catalyst Start Date field.
SPECIFIC DAY OR TOMORROW
You can start a program on a specific date, day or tomorrow. To change that setting, click on the dropdown arrow next to the Coach Catalyst Start Date and search using the term 'start'. Choose the desired option and complete the required information.
COMPLETE THE WORKFLOW
5. Add/edit any other required steps.
6. Toggle on Publish and press Save.
Immediate Start
IMMEDIATE START
If you want an immediate start (instead of tomorrow), you can achieve this by using additional formatter step.
1. Click on a + in the workflow (above the Coach Catalyst step) and search Date/Time Formatter.
2. Choose Format Date for the action and select Current Date in the field.
3. Choose YYYY-MM-DD for both the From Format and the To Format. Press Save Action.
UPDATE START DATE STEP
4. Open the Coach Catalyst Program Information action step. For the Coach Catalyst Start Date, click on the Tag icon next to the date and select Date/Time Formatter > #1 Format Date > Date from the list. Press Save Action.
5. When finished, toggle on Publish and press Save.
Community
COACH CATALYST COMMUNITY
1. In Coach Catalyst, select Communities from the left hand menu.
2. Find the community that you want to add the contact to and copy the name of community.
3. In SuperCoach CRM, go to the workflow and paste the name of the community into the Communities field.
If you do not want to add the client to a community, click on the Trashcan icon next to that field. Click here for more information about using Communities in Coach Catalyst.
Resources
COACH CATALYST RESOURCES
1. In Coach Catalyst, select Resources from the left hand menu.
2. Find the resources folder that you want to add the contact to. Open the folder and copy the name.
3. In SuperCoach CRM, go to the workflow and paste the name of the folder into the Resource Folder field.
If you do not want to add the client to a resource folder, click on the Trashcan icon next to that field. Click here for more information about using Resources in Coach Catalyst. You do not need to add contacts to auto-assign folders, as they are already added automatically.
Contact Tags
COACH CATALYST CONTACT TAGS
1. In Coach Catalyst, click on your initials/photo in the bottom left corner and open Settings. Select the Tags tab.
2. If the tag already exists, copy the name of the tag you want to use. Otherwise, first click on green Add Tag button to create one.
3. In SuperCoach CRM, go to the Coach Catalyst step in the workflow and click on Add Field.
4. Select Coach Catalyst Tag from the dropdown menu and paste the name of the tag into the field.
Note that Coach Catalyst tags are completely separate from SuperCoach CRM tags. Click here for more information on using tags in Coach Catalyst.
Zapier
OWN ZAPIER ACCOUNT
You can also set up an integration in your own Zapier account. Click here for a template you can use. You will need your Coach Catalyst API Token.
1. Log in to your Coach Catalyst account and make sure that the program that you want to assign your clients is ready in your program library.
2. Next, click on Integrations and Apps in the left-hand menu and open the Zapier tile.
3. If needed, click on the white Connect button in the top right corner and then click click Generate API Token.
4. Copy the API Token to add to Zapier.
Click here for more information on using Zapier with SuperCoach CRM
Join us in-person for the Coach Catalyst SuperCoach Summit being held on August 24 - 25 in Reston, VA.
CLICK HERE for more details. Use code SUPERCOACHCRM24 to get a $50 discount.
If you have any questions or need support, you can either chat with us clicking on the blue dot in the bottom right corner of the software or you can email us at [email protected]. The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
The support desk will be operating with reduced hours from August 20 - 22 and will be closed on August 23 and August 26.