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## Browse Collection 1. [Step-by-Step Guide to Understand Journeys](https://bookee.portal.trainn.co/9F1gErfImao-marketing/oarmcAuVXJ8-step-by-step-guide-to-understand-journeys.md) (Video) 2. [Creating Event-Based Automation with Intro Offer](https://bookee.portal.trainn.co/9F1gErfImao-marketing/mxsHS1dBq84-creating-event-based-automation-with-intro-offer.md) (Video) 3. [Journeys | How To Build An Intro Offer Automation!](https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation.md) (Video) 4. [ Guide to Setting Up the Lead Nurture Journey Template](https://bookee.portal.trainn.co/9F1gErfImao-marketing/eQp6omE66Cs-guide-to-setting-up-the-lead-nurture-journey-template.md) (Video) 5. [Guide to setting up Google review Journey template](https://bookee.portal.trainn.co/9F1gErfImao-marketing/zbpPABzLlu8-guide-to-setting-up-google-review-journey-template.md) (Video) 6. [ Guide to Setting Up the Milestone Journey Template](https://bookee.portal.trainn.co/9F1gErfImao-marketing/g3TknE94wV8-guide-to-setting-up-the-milestone-journey-template.md) (Video) 7. [Creating Email Templates: A Step-by-Step Guide](https://bookee.portal.trainn.co/9F1gErfImao-marketing/sV5L3HAi8Zo-creating-email-templates-a-step-by-step-guide.md) (Video) 8. [Setting Up Announcements for Marketing and Promotions](https://bookee.portal.trainn.co/9F1gErfImao-marketing/w1JGoWLq9Uo-setting-up-announcements-for-marketing-and-promotions.md) (Video) --- # VIDEO: Journeys | How To Build An Intro Offer Automation! ## METADATA - id: rAdgMArkolYHBFspKVmg7g - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation - collection_url: https://bookee.portal.trainn.co/9F1gErfImao-marketing ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=0 text: In this video, let's see how to create an automated intro for a purchase using Visual Flow Builder. - time: 00:06 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=6 text: Hello. So I'll be sharing how do you create an automation on Bookee. - time: 00:11 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=11 text: And for this particular example, - time: 00:13 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=13 text: I will be talking about how to create an intro offer automation. - time: 00:19 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=19 text: And it's very easy with this Bookee's visual lego-like automation builder. - time: 00:24 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=24 text: The entry rule here is going to be an event based rule. An event based rule is triggered on the basis of when this - time: 00:30 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=30 text: particular event happens. - time: 00:35 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=35 text: So here, I'm going to use the event for pricing option purchase. - time: 00:39 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=39 text: With the pricing option name being intro offer, - time: 00:45 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=45 text: And when I set up the entry rules, anyone who has purchased an intro offer from today onwards will be added to the - time: 00:51 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=51 text: automation, - time: 00:52 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=52 text: or when I set this live is going to enter into this automation. - time: 00:56 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=56 text: Always remember, event based rule is a forward looking rule. - time: 01:03 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=63 text: So when this happens, it will say it's not connected to any block. - time: 01:09 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=69 text: So here, you just drag the email block. - time: 01:14 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=74 text: And then you usually select what is the email that you want to send. So here, I've already set up a template, which is - time: 01:20 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=80 text: for an intro offer purchase template. - time: 01:23 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=83 text: I'm going to use this. - time: 01:25 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=85 text: And you can, of course, go into the marketing and templates and set up your templates so that it's easy for you to use - time: 01:32 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=92 text: it in any of the automations. - time: 01:37 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=97 text: And here, I'm going to say welcome to our studio. Thanks for purchasing. - time: 01:44 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=104 text: Intro offer, this usually talks about what are the things that you can do in the studio? And now after - time: 01:50 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=110 text: this, I'm going to put in a wait for a few days. - time: 01:54 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=114 text: And let's say I add wait for three days. - time: 02:00 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=120 text: And this intro offer, for this particular example, is for three classes. And when the wait is passed again, - time: 02:06 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=126 text: it will ask you to connect to a block. Here, after the wait, I want to check whether they have visited or not. - time: 02:16 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=136 text: So here, the role that I'm going to add is and essentially is visits on a pricing option. - time: 02:24 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=144 text: If this is, please remember this is a dependent filter, so I'm going to say. - time: 02:29 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=149 text: Let's say they are greater than or equal to one. - time: 02:33 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=153 text: And pricing option is a credit pack, and then select the right intro offer. - time: 02:40 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=160 text: And then I'm going to select this intro offer. - time: 02:45 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=165 text: And there is a particular setting, whether you want to check once or check custom. - time: 02:52 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=172 text: So check once is, essentially. - time: 02:57 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=177 text: When someone enters this block, The rule is going to be checked only once, and then they will be moved forward. - time: 03:03 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=183 text: Or what you can also do is choose a custom date, check custom. - time: 03:09 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=189 text: So for this particular example, I'm going to check for two days. - time: 03:13 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=193 text: So essentially, - time: 03:15 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=195 text: I'm giving someone five days to use the intro offer to book a class. - time: 03:21 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=201 text: So here, I'm going to say number of visits on intro offer. - time: 03:25 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=205 text: They are greater than one. - time: 03:29 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=209 text: When you add a rule node, you are going to have two decisions. - time: 03:36 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=216 text: So when this rule matches, then what do you do? - time: 03:39 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=219 text: And when this rule does not match, what do you do? So for simplicity's sake? - time: 03:45 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=225 text: I'm going to add two emails here and two different emails. - time: 03:48 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=228 text: So the first email is going to be that first class attended using an intro offer. - time: 03:56 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=236 text: Right. And you can also if you want to use this email, so you can also set this up in a way that. - time: 04:04 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=244 text: You can also set it in a way that it's only equal to one. - time: 04:10 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=250 text: Here is how you can change the filters of the rule block. - time: 04:17 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=257 text: So now it's number of visits on intro offer. - time: 04:22 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=262 text: I'm going to change it to visit on intro offer as one. - time: 04:28 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=268 text: It's easier if you make changes and add the right copy so you know what's happening in each block. - time: 04:36 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=276 text: Now now let's say they have attended. - time: 04:39 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=279 text: The first class attended. - time: 04:41 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=281 text: When it is not matching, what we're going to do is we're going to send. - time: 04:46 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=286 text: An email not book the class in three days or purchasing a trial pack on intro offer. So I'm going to use - time: 04:52 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=292 text: this and save. - time: 04:57 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=297 text: And then I'm just going to have the subject line. We miss you. - time: 05:01 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=301 text: Looks cool. - time: 05:04 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=304 text: And then now, there are multiple decisions that I can take. - time: 05:10 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=310 text: But what I'm first going to do is I'm going to duplicate this rule - time: 05:17 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=317 text: because I'm going to use a rule node. - time: 05:23 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=323 text: And I'm also going to use a weight. - time: 05:28 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=328 text: So here, what I'm going to do is when delivered. Wait four. Let's say one day. - time: 05:36 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=336 text: When the wait is done, then I'm setting this up and this was three credits, or classes intro offer. So I - time: 05:42 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=342 text: want to do a midway check-in. - time: 05:45 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=345 text: I'm going to add a filter for because I want to basically have a midway check-in of the person. - time: 05:53 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=353 text: I'm going to only check it once. - time: 05:58 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=358 text: I want this person to pass as quickly as possible from this wait node to this rule node. And so here I'm going to annotate visits midway - time: 06:06 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=366 text: check-in. - time: 06:09 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=369 text: And I'm so essentially what you're doing is you're doing a midway check-in on your - time: 06:15 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=375 text: intro - time: 06:16 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=376 text: offer. - time: 06:17 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=377 text: So - time: 06:18 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=378 text: here, - time: 06:19 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=379 text: I'm - time: 06:20 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=380 text: going to - time: 06:22 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=382 text: When this rule matches, I'm going to send them an email. - time: 06:28 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=388 text: Which is midway check-in. - time: 06:31 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=391 text: I've already set up a template, so it is going to be very easy for me. So, yeah, I'm going to use the template - time: 06:36 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=396 text: midway, intro offer check-in, save, and then now I've set up an automation where there's a midway check-in, and I'm going - time: 06:42 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=402 text: to match once. And when matched, it sends an email. - time: 06:48 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=408 text: Now, of course, you can keep on going like this. Right? - time: 06:52 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=412 text: And the final step for this could be. - time: 06:55 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=415 text: Let's say, I'm going to add a rule. I'm not adding weight right now, just to make it very easy. - time: 07:01 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=421 text: So, and let's say open and visits on a pricing option is three because. - time: 07:08 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=428 text: You know, it was a three visit. It was a three pack. So there is another thing that you can do is basically when you. - time: 07:17 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=437 text: From an email, you can actually filter whether they've opened and clicked. - time: 07:23 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=443 text: Right. And here I'm going to send them. So, basically, they've completed the inter offer, and here I'm going to send them an email - time: 07:29 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=449 text: saying, - time: 07:33 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=453 text: Hey thirty percent discount on membership purchase because you are heavily. - time: 07:38 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=458 text: This person is heavily engaged, so I'm just going to send them an email saying that, hey. - time: 07:44 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=464 text: On a membership, here's a discount for you so that you get them to convert and we can be much. Much - time: 07:52 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=472 text: better, - time: 07:53 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=473 text: so, and very interestingly, - time: 07:55 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=475 text: Here now, you can come back and you can duplicate this rule and you can have this rule set up after this and then continue with the - time: 08:00 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=480 text: same flow. - time: 08:04 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=484 text: Now, of course, you want, you know, the question in. Mind would be what if someone purchases a membership before - time: 08:10 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=490 text: completing this automation, and that is what we. - time: 08:16 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=496 text: Why we have the goal in exit settings? So let's say I'm going to add an exit rule, which is the pricing option name. - time: 08:25 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=505 text: Let's say I'm going to say echo is my membership and pricing. So, basically, this filter will check whether pricing option any - time: 08:31 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=511 text: of echo has been purchased and the person will exit, and now I'm going to add a goal as well. - time: 08:38 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=518 text: So the goal here is to have them purchase, let's say, echo or uniform. - time: 08:45 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=525 text: So this and now anyone who has purchased echo or will get exited out of this automation and anyone who - time: 08:48 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=528 text: actually - time: 08:54 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=534 text: When the automation goes live, they have purchased the echo and uniform membership, then they would have reached the goal. That's - time: 09:00 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=540 text: what the goal and exit settings are for. - time: 09:03 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=543 text: Right. And you can like this, you can build in your automations as far as you want to. - time: 09:08 url: https://bookee.portal.trainn.co/9F1gErfImao-marketing/keAtNx2Ta9o-journeys-how-to-build-an-intro-offer-automation?start_time=548 text: Thank you. ## SUMMARY ## Creating an Automated Intro for a Purchase using Visual Flow Builder In this video, we will learn how to create an automated intro for a purchase using Visual Flow Builder. Let's get started! ### Naming and Entry Rule 1. Name the automation as "Intro for Automation". 2. Set the entry rule as an event-based rule triggered by the purchase event. 3. Select the pricing option "Intro Offer" for the event trigger. ### Setting up Email Block 1. Drag the email block into the flow. 2. Select the email template "Intro for Purchase" for the email to be sent. 3. Customize the email content to welcome the customer for purchasing the intro offer. ### Adding Wait and Checking Attendance 1. Insert a wait block for three days after sending the email. 2. Check if the customer has attended a class using the intro offer within a specified time frame. ### Creating Rules for Email Responses 1. Set up rules for sending different emails based on customer actions. 2. Send a "First Class Attended" email if the customer attends a class. 3. Send a "We Miss You" email if the customer does not attend a class within the given time. ### Midway Check-in and Further Actions 1. Implement a midway check-in email after a certain period. 2. Continue the flow with additional rules and emails based on customer engagement. ### Goal and Exit Settings 1. Set up an exit rule for customers who purchase a membership before completing the automation. 2. Define a goal for customers to purchase a specific membership to exit the automation successfully. By following these steps, you can create a comprehensive automated intro for purchases using Visual Flow Builder. Thank you for watching!