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Advisor Setup
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Standard Flow
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Name
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Phone - Client Support
- Phone - Admin Support
- Email - Client Support
- Email - Admin Support
- Telephone
- Advanced Flow
- Gifs
- Support Link
- Workshop Link
- Psychological Test Link
- Calendar Link
- Unique Welcome Link
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Unique Welcome Link
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Welcome Message
- Save Advisor Id To Ambassador User Field
- Send Ambassador Data (Name, Eid, Fb User Id) To Advisor (Recent Ambassador Custom Fields)
- Trigger Rule 'New Client Id' To Send Advisor Data To Ambassador's User Fields
- Trigger Rule 'Advisor - Lead Count' To Increase Advisor's Lead Count
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Find Advisor
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Fill Information
- Introduce Ambassador Program
- Ambassador Program
- Fill Information & Phone
- Trigger Rule 'Advisor/ambassador - Uniquelead/referralcount' To Increase Advisor's Verified Lead Count
- Unique Links
- Workshop
- Sollicitation
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Unique Links
- Workshop
- Sollicitation
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Advisor Lead
- Save Ambassador Id To Lead's User Field
- Send Lead Data (Name, Eid, Fb User Id) To Admbassador (Recent Ambassador Custom Fields)
- Trigger Rule 'Newambassador'sleadid - Send Advisor Data' To Send Ambassador's Advisor Data To Lead's User Fields
- Trigger Rule 'Ambassador - Referral Count" To Increase Ambassador's Lead Count
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Fill Information/ Phone
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Trigger Rule 'Advisor/ambassador - Uniquelead/referralcount' To Increase Ambassador's Verified Lead Count
- Complete Flow
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Client Lead
- Save Ambassador Id To Lead's User Field
- Send Lead Data (Name, Eid, Fb User Id) To Admbassador (Recent Ambassador Custom Fields)
- Trigger Rule 'Newambassador'sleadid - Send Advisor Data' To Send Ambassador's Advisor Data To Lead's User Fields
- Trigger Rule 'Ambassador - Referral Count" To Increase Ambassador's Lead Count
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Fill Information/ Phone
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Trigger Rule 'Advisor/ambassador - Uniquelead/referralcount' To Increase Ambassador's Verified Lead Count
- Complete Flow
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Keyword For Advisor To Increase Manual Lead Count For Ambassador
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💬 Advisor - Increase Manual Lead Count
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Enter Ambassadaor User Id
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Lead Count To Increase
- Trigger Rule 'Ambassadoruniqueleadcount - Manual'
To Increase Ambassador's Verified Lead Count
- Complete Flow
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Keyword For Ambassador Support
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💬 Ambassador Advisor Support - Message
- Ambassador's Advisor Information (Name, Phone, Email Etc)
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Keyword For Advisor Support
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💬 Advisor Unique Links - Message
- Advisor's Unique Links To Share To Clients
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Tag - 'Advisor Setup - Completed'
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Trigger Rule 'Advisor Setup Completed - Share Unique Links" To Send Email To Advisor With His Unique Links & Info
- 📧 Advisor Unique Links - Email
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Ambassador 1 Point Away From Next Reward
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Trigger Rule 'Ambassadoremail - Unlock Next Reward" To Send Email To Ambassador
- 📧 Ambassadoremail - 1 Connection Away From Reward
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Ambassador Unlocks A New Reward
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Trigger Rule 'Ambassadoremail - Unlocked Reward" To Send Email To Ambassador
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✉︎ Ambassadoremail - Unlocked Reward
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Send Ambassador Details To Advisor & Notify Via Email
- ✉︎ Advisoremail - Ambassador Unlocked Reward Notifcation
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Ambassador No Referral Sent In Last 7 Days
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Trigger Rule 'Ambassadoremail - No Referral In Last 7 Days" To Send Email To Ambassador
- ✉︎ Ambassadoremail - No Referral In Last 7 Days