SwingFIT Academies

Email Journeys — Team View

Every email and WhatsApp we send, grouped by stage. Click a journey to see the sequence and the timing; click any email to open the full design.

13
Live journeys
1
Built — pending activation
35+
Emails sending
9
In development
Click any card to open its journey. Live = sending to members now. Built = built in CRM, waiting for Max to activate. Email previews use sample data so they read like a real send. Membership Changes (Pause / Cancellation) are now live via ZMA.
1

Lead Booking

Someone is interested in a lesson

2

Member Activation

Someone becomes a member

3

Retention & Recovery

Keeping members engaged, recovering inactive ones

○

In Development

Designed & drafted — not live, not sending

◆

Membership Changes

What a member receives when they pause or cancel

Stage 1 Live

Booking Abandonment

Trigger: Starts a booking but doesn't complete payment
They began the payment form but left before completing it.
✉ 1 emails  ·  💬 2 WhatsApp
Exit / tagging: Books at any point → exit. No booking → tagged “Cart Abandon — Unrecovered”.
Stage 1 Live

Swing Evaluation Booked

Trigger: Payment processed for a Swing Evaluation (99 AED)
Triggered immediately after payment confirmation.
✉ 2 emails  ·  💬 1 WhatsApp
Exit / tagging: Transactional confirmation + reminder. Feeds the post-eval nurture if they don't convert.
Stage 1 Live

Intro to Golf Booked

Trigger: Payment processed for an Intro to Golf session (99 AED)
Triggered immediately after payment confirmation.
✉ 2 emails  ·  💬 1 WhatsApp
Exit / tagging: Transactional confirmation + reminder. Feeds the beginner nurture if they don't convert.
Stage 1 Live

Post Swing-Eval — Non-Converter

Trigger: Post-session form submitted + tagged non-converter
Coach marks them “didn't convert to membership” after the session.
✉ 3 emails  ·  💬 3 WhatsApp
Exit / tagging: Purchase at any point → exit → Member Onboarding. No purchase by Day 10 → tagged “Non-Converter”.
Stage 1 Live

Post Intro-to-Golf — Non-Converter

Trigger: Post Intro-to-Golf session + tagged non-converter (beginner)
Beginner attended Intro to Golf but didn't join. Sequence cadence managed in ZMA.
✉ 3 emails  ·  💬 0 WhatsApp
Exit / tagging: Purchase at any point → exit → Member Onboarding. No purchase → monthly campaigns.
Stage 2 Live

New Member Onboarding

Trigger: Membership processed and status set to “Active”
Triggered immediately when membership goes live.
✉ 4 emails  ·  💬 3 WhatsApp
Exit / tagging: After Day 30 → retention campaigns. Inactivity 14+ days → Inactive Retention.
Stage 2 Live

PAYG Onboarding

Trigger: Pay-as-you-go session payment processed
Triggered immediately after PAYG payment confirmation.
✉ 3 emails  ·  💬 2 WhatsApp
Exit / tagging: Buys membership → Member Onboarding. No purchase by Day 10 → “PAYG Non-Converter”.
Stage 2 Live

Coaching Activation

Trigger: Coaching tier added or coaching package purchased
Triggered when coaching is activated for an existing or new member.
✉ 2 emails  ·  💬 2 WhatsApp
Exit / tagging: Books coaching at any point → “Coaching Active”. No booking by Day 7 → “Coaching Not Booked”.
Stage 2 Live

Credit Reminders

Trigger: Coaching credits assigned / approaching expiry
Date-triggered off Credit_Expiry_Date. The “credits assigned” email is built directly in the ZMA editor (no HTML template file).
✉ 1 emails  ·  💬 2 WhatsApp
Exit / tagging: Books a session → exit. Expiry date passes with no booking → tagged “Credit Expired”.
Stage 3 Live

Inactive Member Retention

Trigger: Active member hasn't visited or booked for 14+ days
Automatically triggered when the inactivity threshold is reached.
✉ 2 emails  ·  💬 1 WhatsApp
Exit / tagging: Books → exit immediately. Inactivity reaches 60 days → tagged “Lapsed” → Winback.
Stage 3 Live

Lapsed Member / Winback

Trigger: Last activity was 60+ days ago
Triggered after 60 days of complete inactivity. Member tagged “Lapsed”.
✉ 2 emails  ·  💬 2 WhatsApp
Exit / tagging: Books at any point → “Lapsed” removed, enters active flow. No response by Day 10 → “Cold”.
In development

Flow 10 — Lead Nurture

Long-term nurture for leads not yet booked; persona-targeted variants.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 11 — Pre-Session Reminder

Generic pre-session prep reminder.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 12 — Post-Session Follow-up

Feedback + rebooking after any session.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 13 — PAYG Reactivation

Win back lapsed pay-as-you-go customers.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 14 — Referral

Member referral invite + reminder.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 15 — Milestones

Celebrate member progress milestones.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 16 — PAYG Upgrade

Convert PAYG customers to membership.
Not live — drafts pending the ZMA build & personalisation pass.
In development

Flow 17 — Broadcast Templates

Reusable newsletter + seasonal campaign shells (filled per send).
Not live — drafts pending the ZMA build & personalisation pass.
In development

Sunset Flow

Final touch for fully cold contacts before suppression.
Not live — drafts pending the ZMA build & personalisation pass.
Membership change Live

Pause Confirmation

Member submits the pause form at swingfitacademies.com/pause (12-month members only).
Confirms the pause window, that billing stops, the 56-day annual allowance, and the automatic resume date.
✉ 1 email · sent immediately on submit
Status: Live in ZMA. Merge tags: [PAUSE_START_DATE] and [PAUSE_END_DATE] wired.
Membership change Live

Cancellation Confirmation

Member submits the cancellation form at swingfitacademies.com/cancel.
Two variants by membership type: monthly members get the 30-day notice version; annual members get the early-termination (cancellation fee) version.
✉ 2 emails · one sends depending on membership type
Status: Live in ZMA. J15a (monthly — 30-day notice) and J15b (annual — cancellation fee) policy-corrected and active as of 2026-06-30.
Stage 3 Built — activate to go live

Re-engagement & Winback (B8)

Branch M trigger: Lifecycle Status changes to "Churned Member" — fires immediately, coaching vs. practice variant split by Coach field.
Branch P trigger: 60 days after Last_Activity_Date for any lapsed PAYG contact (non-member).
Two parallel sequences: Branch M targets churned members (3 emails, coaching/practice split at Day 7). Branch P targets lapsed PAYG players (3 emails). Both go live together once activated in Zoho CRM.
✉ 7 emails total  ·  CRM rule IDs: M = 6296422000045681094 · P = 6296422000045654103
To activate: Zoho CRM → Settings → Automation → Workflow Rules → toggle both B8 rules on. Email previews will be added here after go-live.

Branch M — Churned Member

Branch P — Lapsed PAYG

Guard: Winback_Started == empty prevents re-triggering. Branch M: repeat:false. Branch P: recur:once. Exit: contact re-subscribes or books an evaluation.