The membership signup workflow works just like the signup workflow for a lead coming in through any other campaign.

1. The prospect visits and fills out your membership opt-in page.

2. Our system follows up with them to convert them into a Hot Lead.

3. Once they are a Hot Lead, you are notified to reach out and get them signed up.

Please visit the Hot Lead & Appt Booking Workflow for instructions on contacting Hot Leads!

1. Go to Sites, then Funnels, then navigate to your membership funnel.

   • Save or bookmark this URL for quick access whenever you would like to sign someone up.

2. Open Order Page and enter in client info to complete signup.

   • The system will automatically set them up for recurring payments.

   • They will receive an email receipt and be added to the system.

This walkthrough video will show you how to:

1. View all membership subscriptions & payment details

2. Cancel subscriptions

3. Update credit card information.

Managing a membership Booster Shot works just like managing a regular Booster Shot campaign.

Please visit the How To Manage Booster Shot (SMS) Campaigns article for instructions on managing a membership Booster Shot.