Calculators and Quizzes
Created by: Emma Johnston
Last Updated: November 04, 2024
Nutrition Report Tool
The SuperCoach CRM Nutrition Report Tool will create a personalized calorie and macro report for someone based on their goals, age, weight, height, and activity levels.
Click below to request the funnel/automation to be set up. Please allow up to 28 days for this to be completed. You also need to factor in time after we have completed the initial setup to edit and test the funnel.
Testing
TESTING
Before doing any edits, you must test the Nutrition Report. As well as double checking that the report is working as intended, this will also help you to understand what the client sees and how the information is displayed once the results are calculated. Go to Sites > Funnels and open your nutrition report. You can find the URL on the funnel overview page. You only need the part up to the .com (as highlighted in the image below).
If there are any issues with your report, email [email protected].
Nutrition Report Funnel
FUNNEL INFORMATION
You can edit your funnel pages (to change the wording or information) but be careful not to change anything in the curly braces/brackets.
1. Go to Sites > Funnels and select your Nutrition Report Funnel.
2. Select the required step and press Edit.
3. Make any changes you want.
4. Press the Save button regularly while making changes and press Publish when complete.
You can use the Pages icon in the top menu bar or the page title to change to the other steps. Click here for more information on editing a funnel template.
Funnel Call to Action
CALL TO ACTION
Next, you need to edit the call to action. Open the Results page and update the 'What's Next?' section to explain what you do, how you help the lead to achieve their goals and add your call to action (such as a free discovery call, a free day pass, etc). Once complete, press Publish.
This is a global section and so will automatically update on the Tracking and Hand Portions page. If you want to use the popup feature, this is will need to edited separately on each of the three pages.
Nutrition Report Automations
AUTOMATION
We have workflow to automate a number of tasks related to the Nutrition Report. The workflow also runs the calculations, tags the contact, updates their nutrition report stage contact field, and adds the contact to the right pipeline stages.
The workflow will automatically send the contact an email when their report is ready. It will also send the second and third emails if needed to remind the contact to access the remaining steps. If a client 'fast tracks' ahead to the next part of the report, the system recognises this and does not send them those emails. Finally, it will send a follow-up email.
Nutrition Report Emails
RESULTS EMAIL
1. Go to Automations > Workflows, open your Nutrition Report Workflow (you can use the search box if needed).
2. Open the Send Results Email [Edit] step. Change the subject line, if required, and check the correct email template has been added.
3. Hover over the template preview and click on Edit. This will open a pop-up window where you can edit the email.
4. Update the Call to Action information which is highlighted in yellow (and remove the highlighting).
5. Make any other changes as necessary. To edit the appearance of the text, click on the text and the editing toolbar will appear at the top. To add your company footer, click on the Saved Items tab and drag your footer to the bottom of the email (and delete the existing footer).
6. Press Save when complete and then press the X in the top left corner to close the window.
7. Press Save Action to return to the workflow.
FOLLOW UP EMAILS
Repeat the steps above for Email #2, Email #3 and the Follow Up email.
1. Open each email step. Change the subject line, if required, and check the correct email template has been added.
2. Hover over the template preview and click on Edit.
3. Update the Call to Action information which is highlighted in yellow (and remove the highlighting).
4. Make any other changes as necessary (change the copy, add your logo, swap the footer, etc).
5. Press Save when complete and then press the X in the top left corner to close the window.
6. Press Save Action to return to the workflow.
Click here for more information on using the email builder.
Nurture Sequence
NURTURE SEQUENCE
In addition to the built in report emails (see below), you might also want to add the contact to a separate nurture sequence workflow.
1. Scroll to the end of the workflow and click on a + icon to add an Action step.
2. From the right hand menu, choose Add to Workflow.
3. Select the correct workflow from the dropdown list (and change the Action Name if required).
4. Press Save Action to return to the workflow.
If the nurture sequence is only being used with the Nutrition Report, it will not need a trigger event. We recommend adding a wait step either before the Add to Workflow step or at the start of the nurture sequence so that contact receives the first nurture email a day or two after the follow up emai.
SMS Messages
SMS MESSAGES
If you have a phone number for the contact, you might also want to send the contact an SMS message either with the initial report email or the follow up email.
1. Scroll to the relevant point within the workflow and click on a + icon to add an Action step.
2. From the right hand menu, choose Send SMS.
3. Type in the message or select an existing template.
4. Press Save Action to return to the workflow.
You need a registered phone number with SuperCoach CRM to be able to send SMS messages (and the contact MUST have opted in to receive messages). Messages are charged at the standard rate. Click here for more details.
Fixed Content
FORM/SURVEY
If you wish to change anything on either the Nutrition Report survey or either of the Fast Access forms, please contact us. On the live nutrition report, the survey and forms will reflect your company brand colors.
Viewing Interactions/Results
PIPELINE STAGE
Click on Opportunities and change the filter to Nutrition Report. You can also select a date range. You will be able to see who has submitted the survey and which sections of the nutrition they have read.
CONTACTS
To see the nutrition report results for a particular contact, click on Contacts and click on the name on the required contact. In the panel on the left, open the collapsible sections for the Nutrition Report. You may need to collapse other sections first.
The appearance and order of these sections can be customized in Settings > Custom Fields > Folders. Click here for more information on Contacts and click here for information on Custom Fields.
Additional Tasks and Optional Extras
COOKIE CONSENT
Depending on where you operate and where your website visitors are from, as you are collecting data when someone signs up, you may need a cookie notice. Click here for more details about how to add cookie consent to your funnel.
INSTAGRAM LINKS PAGE
Don't forget to update your Instagram links page! Go to Sites > Funnels and select your Instagram Links funnel. Clone an existing button and edit the button text and URL at the bottom of the left hand panel.
SOCIAL MEDIA POSTS
If you want to schedule your promotional posts, go to Marketing > Social Planner. Click here for more details about how to use the Social Planner.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
For information about our Christmas opening hours, click here.
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