Grow Training Guide

Everything you need to know about managing STRONG Pilates locations through Grow. Start from the beginning or jump to any section.

Context

What is Grow

The platform, why it exists, its role in the STRONG ecosystem

Core vs Grow

What lives where, which system does what

Core to Grow Integration

How data syncs between the two systems

The Interface

Navigating Grow

Menus, dashboard, what each section does

Custom Fields vs Custom Values

The difference and where each is used

Building Blocks

Contacts

Records, tags, how contacts get created

Smart Lists

Dynamic segments that auto-update

Pipelines & Opportunities

Visual boards, stages, how contacts move

Conversations

Unified inbox: SMS, email, calls

Content

SMS Snippets

What they are, where they live, how they're used

Email Templates

Creating and managing email templates

Workflows

What is a Workflow

The concept and visual overview

Triggers

What starts a workflow

Actions

What a workflow does

Conditions & Branching

If/else logic in workflows

Key Workflows

Overview

How workflow groups connect to the member journey

New Leads

Website submissions, Facebook leads, first contact

Membership Journey

60-day nurture, milestones, retention, birthdays

System Workflows

Assignments, notifications, date stamps, DND, cleanup

Intro Offer

New Intro Offers

How a member gets onto the board, and the welcome sequence

During Intro Offer

The board, the day-by-day journey, reading the visit count, and troubleshooting

Troubleshooting

Overview

Common issues across Grow, grouped by pattern

Pipeline Inaccuracy

Wrong day, wrong visit count, premature expiry

Core to Grow Sync Gaps

Fields not syncing, workflows not triggering

Contact Duplicates & Merges

Duplicate records, merge side effects, data collisions

Workflow Timing & Tasks

Tasks at wrong time, wrong owner, multiple fires

Email & Notification Issues

Phantom notifications, delivery failures, spam triggers