Arketa

Click into <a href="https://dashboard.arketa.com/dashboard/marketing/workflows" rel="nofollow noopener noreferrer" target="_blank">Marketing &gt;</a>Automation

Add a trigger - you can always change this later in the builder step, if you change your mind! 

1. 
 
2. New client added: A new client was added into your Arketa account 
3. Client purchased pricing option: Client completed check out and a pricing option was purchased. Under this trigger you can choose which pricing options are included in this workflow.
4. First class booked: When a client books their first class with you! 
5. Checked into first class: After a client is checked into their first class 
6. Class booked: A class is booked in Arketa 
7. Milestone reached: A client has reached a <a href="https://help.sutrapro.com/en/articles/8696561-what-are-milestones">Milestone</a> with your business
8. Subscription canceled: A client canceled their subscription 
9. Added user tag: A <a href="https://help.sutrapro.com/en/articles/8277011-add-and-manage-tags">tag</a> was put on a client's account

Click on "+" to add an action - email, SMS, Task, or Time Delay

1. You can see more about each action here! 

1. Click into <a href="https://dashboard.arketa.com/dashboard/marketing/workflows" rel="nofollow noopener noreferrer" target="_blank">Marketing &gt;</a>Automation
2. Select "Create Automation"
3. Add a trigger - you can always change this later in the builder step, if you change your mind! 
 1. 
 
 2. New client added: A new client was added into your Arketa account 
 3. Client purchased pricing option: Client completed check out and a pricing option was purchased. Under this trigger you can choose which pricing options are included in this workflow.
 4. First class booked: When a client books their first class with you! 
 5. Checked into first class: After a client is checked into their first class 
 6. Class booked: A class is booked in Arketa 
 7. Milestone reached: A client has reached a <a href="https://help.sutrapro.com/en/articles/8696561-what-are-milestones">Milestone</a> with your business
 8. Subscription canceled: A client canceled their subscription 
 9. Added user tag: A <a href="https://help.sutrapro.com/en/articles/8277011-add-and-manage-tags">tag</a> was put on a client's account 
4. Optional: Set a goal to track success
5. Click on "+" to add an action - email, SMS, Task, or Time Delay
 1. You can see more about each action here! 
6. Set Active 🥳

Note: You must have the Arketa Marketing Suite to use this feature. Please live chat us to learn more!