Adding Preferred Members To Monthly PM Automation

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Click Here To Learn: How to upload your Preferred Member List Into FloLoyal

Objective

This SOP outlines the steps to add preferred members to the automation system for monthly messaging, ensuring effective communication with VIP members.

Key Steps

Step 1: Navigate to Contacts 0:31

• Go to the 'Contacts' section in your system.

• Ensure you have uploaded your preferred members list. If not, refer to the knowledge base for guidance.

Step 2: Select All Contacts 1:01

• Click on the option to select all contacts.

• Confirm that the selection changes to 'unselect' to ensure all contacts are selected.

Step 3: Trigger Automation 1:13

• Click on 'Trigger Automation'.

• Name the automation (e.g., 'Preferred Member September'). This helps in tracking.

Step 4: Choose Workflow 1:32

• In the Workflow section, type 'Add'.

• Identify automations with a green check mark (these are safe to use).

Step 5: Add to Preferred Member Follow-Up 2:07

• Select 'Add to Preferred Member Follow-Up'.

• This will tag members and send them an introductory message.

Step 6: Edit Introductory Message 3:04

• Go to 'Tech Snippets' and find 'Preferred Member Introduction Text'.

• Edit the message to include your name and a picture of your face.

Step 7: Test the Snippet 4:40

• Use the 'Test Snippet' feature to send a test message to your phone.

• Ensure your phone number is formatted correctly.

Step 8: Save Changes 5:01

• After editing the message and adding your picture, click 'Save'.

Step 9: Access Automation Templates 5:27

• Navigate to the 'Preferred Members' folder to find existing automation templates.

Step 10: Edit Monthly Messages 6:28

• Open the September template and edit the message as needed.

• Save the action after making changes.

Step 11: Manage Text Snippets 7:23

• Use folders to organize text snippets for preferred members.

• Edit snippets for upcoming months as necessary.

Cautionary Notes

• Do not add contacts to automations with a red no entry sign; this can break the system.

• Always ensure that the introductory message includes a picture of your face to avoid confusion for recipients.

Tips for Efficiency

• Regularly review and update your preferred member messages to keep content fresh.

• Utilize the test feature frequently to ensure messages are sent correctly before the actual date.