Zen Planner Engage
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Automations
Set it once. Run forever. Pre-built workflows that follow
up with leads, re-engage members, and fill your
classes automatically.
21 automations
9 categories
Free. Always.
Automation flow
General & Onboarding
Lead
opts in
opts in
Special
offer sent
offer sent
Client
converted
converted
Automation flow
Member Retention
Member
at risk
at risk
Re-engage
sequence
sequence
Member
retained
retained
Automation flow
Challenges
Registration
opens
opens
Urgency
sequence
sequence
Members
enrolled
enrolled
No automations match your search.
All Automations
Showing 21 automations
Automation flowGeneral & Onboarding
Client
leaves
leaves
3-week
sequence
sequence
Client
returns
returns
General & Onboarding
Client Reactivation
Automation flowGeneral & Onboarding
Guest
attends
attends
Follow-up
sent
sent
Lead
captured
captured
General & Onboarding
Drop-in
Automation flowGeneral & Onboarding
Lead
enters
enters
Full
lifecycle
lifecycle
Member
retained
retained
General & Onboarding
FitPro
Automation flowGeneral & Onboarding
Lead
goes cold
goes cold
3-week
sequence
sequence
Lead
converts
converts
General & Onboarding
Lead Reactivation
Automation flowGeneral & Onboarding
Subscriber
opts in
opts in
Welcome
+ nurture
+ nurture
Feedback
collected
collected
General & Onboarding
Newsletter
Automation flowGeneral & Onboarding
Pricing
requested
requested
Follow-up
sequence
sequence
Lead
converts
converts
General & Onboarding
Pricing Request
Automation flowGeneral & Onboarding
NPS
promoter
promoter
Referral
ask sent
ask sent
New lead
referred
referred
General & Onboarding
Referrals
Automation flowGeneral & Onboarding
Current
client
client
7-day
campaign
campaign
Testimonial
collected
collected
General & Onboarding
Share Your Story
Automation flowChallenges
Registration
opens
opens
Urgency
sequence
sequence
Members
enrolled
enrolled
Challenges
6-Week Challenge
Automation flowChallenges
Pre-sale
lead
lead
30-day
challenge
challenge
Member
joins
joins
Challenges
Pre-Sale
Automation flowNutrition
Member
enrolled
enrolled
30-day
program
program
Habit
formed
formed
Nutrition
30-Day Nutrition Challenge
Automation flowNutrition
Lead
enters
enters
Full
lifecycle
lifecycle
Client
retained
retained
Nutrition
Nutrition Campaign
Automation flowMartial Arts
Lead
opts in
opts in
7-day
trial
trial
Member
joins
joins
Martial Arts
7-Day Trial
Automation flowMartial Arts
Lead
enters
enters
Full
lifecycle
lifecycle
Client
retained
retained
Martial Arts
Client/Former Client Campaign
Automation flowMartial Arts
Consult
booked
booked
Full
lifecycle
lifecycle
Member
joins
joins
Martial Arts
Free Consultation
Automation flowMartial Arts
Free
session
session
Full
lifecycle
lifecycle
Client
retained
retained
Martial Arts
Lead Free Session
Automation flowMember Retention
Current
member
member
Goal
check-in
check-in
Member
retained
retained
Member Retention
Goal Setting
Automation flowMember Retention
Quarterly
trigger
trigger
Weekly
emails
emails
Member
committed
committed
Member Retention
Quarterly Transformation
Automation flowMember Retention
Member
at risk
at risk
Re-engage
sequence
sequence
Member
retained
retained
Member Retention
At-Risk Member
Automation flowYouth
Youth
member
member
Retention
sequence
sequence
Member
retained
retained
Youth
Youth
Automation flowYouth
Quarterly
trigger
trigger
Weekly
emails
emails
Program
committed
committed
Youth
Youth - Martial Arts
Automation flowCrossFit
Lead
enters
enters
BoxBuilder
campaign
campaign
Member
retained
retained
CrossFit
BoxBuilder Leads
Automation flowPersonal Training
Lead
enters
enters
Full
lifecycle
lifecycle
Client
retained
retained
Personal Training
Personal Training
Automation flowOffers
Lead
opts in
opts in
7-day
trial
trial
Member
joins
joins
Offers
7-Day Trial
Automation flowOffers
Member
refers
refers
Guest
follow-up
follow-up
New
member
member
Offers
Bring-A-Friend Day
What's included
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