When a contact purchases an intro offer, a chain of workflows detects the purchase, sets up their Intro Offer Pipeline card, sends a welcome sequence, and prepares the day-by-day tracking that the next page covers. These workflows split into two categories: permanent infrastructure that runs regardless of which intro offer is active, and seasonal welcome sequences that change when the campaign changes.
What happens when someone purchases
The purchase itself happens in Hapana Core. When the Core to Grow sync updates the contact's Active Package field, that change triggers the Intro Offer Status Update workflow, which is the central router for the entire intro offer system. From there, the contact is routed to the correct Purchase Confirmation workflow, tagged, added to the pipeline, and enrolled in the day-by-day tracking.
Purchase flow
Core purchase Active Package syncs to Grow
Intro Offer Status Update detects the change
Routes to correct Purchase Confirmation workflow
Sets up pipeline card, tags, custom fields
Sends welcome email + creates call task
Enrolls in attendance check workflow
If they came from a lead ad: also moves them to “Purchased” in the Leads Pipeline
Section 1: Permanent infrastructure
These workflows run continuously regardless of which intro offer campaign is active. They handle the routing, pipeline setup, tagging, and Leads Pipeline cleanup that every intro offer purchase needs.
01. Intro Offer Status Update | adds to Purchase, or move to Membership or Expired
The central router for all intro offer activity. Detects whether the contact has purchased an intro offer, upgraded to a membership, or let their offer expire, and routes them to the correct pipeline stage and workflows.
This workflow handles three life events
Despite its name, the Intro Offer Status Update does not just handle purchases. It also handles membership upgrades and expired offers. Each branch leads to different actions: purchases set up the pipeline, upgrades mark the opportunity as won, and expirations create follow-up tasks.
04. STRONG Intro Offer | Purchased the STRONG Intro Offer [move to purchased in Leads]
When a lead who came through a Facebook ad or lead pipeline purchases an intro offer, this workflow finds their Leads Pipeline opportunity, moves it to the 'Purchased' stage, removes lead nurture tags, and cleans up the Leads Pipeline card after a delay.
01. Add tag 'pipeline - intro offer' if they're added into the pipeline
A utility workflow that adds the 'pipeline - intro offer' tag when a contact enters the Intro Offer Pipeline. This tag lets other workflows identify contacts who are in the pipeline system.
06. STRONG Intro Offer | Add Tag 'active - 5 session strong intro offer' and remove after 14 days from first visit
Manages the time-sensitive 'active' tag that identifies contacts currently on the 5-session STRONG Intro Offer. The tag is added when they purchase and automatically removed 14 days after their first visit, regardless of how many sessions they have left.
The 14-day window is hard-coded
The intro offer validity period (14 days from first visit) is built into this workflow's Wait step. If the intro offer terms change to a different validity window, this workflow needs to be updated.
Section 2: Seasonal welcome sequences
Each intro offer campaign has its own Purchase Confirmation workflow that sends the welcome email, creates the call task, and starts the nurture sequence. When the campaign changes (for example, from STRONG Intro Offer to STRONG Experience), the old workflow is set to draft and a new one is published. The permanent infrastructure workflows above do not change.
All Purchase Confirmation workflows follow the same pattern, but with different email content and field values tailored to the specific offer. There are also regional variants (USA/CA, UK/IE) that use different pricing and terminology.
The current published workflows
01. STRONG Intro Offer | Purchase Confirmation + Intro Nurture
The currently active welcome sequence for the STRONG Intro Offer (5 sessions). Sends the welcome email, creates a call task for the studio, enrolls the contact in attendance tracking, and follows up with the brand story email.
01. STRONG Experience | Purchase Confirmation + Intro Nurture
Welcome sequence for the STRONG Experience offer (a different campaign variant). Follows the same pattern as the STRONG Intro Offer workflow but with STRONG Experience specific content and field values.
Draft variants (not currently active)
Several Purchase Confirmation workflows exist as drafts, ready to be published when their campaign is active. These include:
- STRONG Starter: a different intro offer package name and pricing.
- LONG Experience: a longer intro offer variant with additional follow-up emails and a completion email specific to the longer package.
- STRONGer Experience: another package variant with its own completion email and cleanup.
- Studio Relaunch (5 for $50): a promotional campaign variant with different pricing in the templates.
- UK variants: separate workflows for UK/IE locations that use different pricing and currency in their email content.
- 5 for $50 variants: promotional pricing variants of the STRONG Experience workflow.
How seasonal campaigns work
When a new intro offer campaign launches, HQ publishes the matching Purchase Confirmation workflow and sets the old one to draft. The permanent infrastructure workflows (Status Update, pipeline tagging, Leads Pipeline cleanup) do not change. This means only one or two workflows need to be swapped per campaign change, not the entire system.
What the contact experiences
From the contact's perspective, here is what happens after they purchase an intro offer:
- Immediately: they receive the “You're in. Let's Get STRONG.” welcome email confirming their purchase.
- Within 24 hours: the studio team calls them to welcome them and help them book their first class.
- After a few days: they receive the “From one studio to a global movement” brand story email.
- If they came from a Facebook ad: their lead nurture messages stop and their Leads Pipeline card moves to “Purchased” before being cleaned up.
- Behind the scenes: their Intro Offer Pipeline card is created, their custom fields are set up, and the day-by-day tracking begins (covered on the During Intro Offer page).
How this connects to the next stage
The Purchase Confirmation workflow does two things that hand off to the During Intro Offer workflows:
- Adds to the Attendance Check workflow: this starts the booking reminder and no-show follow-up sequence, so contacts who do not book their first class get nudged.
- Sets Pipeline Status to “Pre”: this puts them in the pre-first-visit state. Once they attend their first class, the Visits Update workflow changes this to “Active” and the Day 1 through Day 15 progression begins.
Continue to the During Intro Offer page to see how the day-by-day tracking, visit counting, check-ins, and conversion workflows work.