Automation Setup Guide

Before building automation, make sure the pipeline is live.

1. 1Open your landing page in an incognito window.
2. 2Submit the form with a test email you can check (use a real inbox, not a fake one).
3. 3In your CRM, go to Contacts and search for that email.
4. 4Confirm the contact exists and that the Live Masterclass Session field shows the date/time you selected.

Your form sends a field called Live Masterclass Session. Make sure it exists as a custom field so you can branch automations on it.

1. 1Go to Settings → Custom Fields.
2. 2Look for a field labelled Live Masterclass Session (key session_date).
3. 3If missing, create a Text custom field with that name and add it to your form's field mapping so the chosen date/time is stored on the contact.

Because this is a live masterclass with three fixed dates, you have two clean options. Pick one:

Option A — Calendar appointments (recommended)

Create a single calendar (e.g. "Attraction Blueprint Masterclass") and add three appointment slots matching your dates:

• Tue 20 Oct 2026 · 6:00–7:00 PM AEDT
• Fri 30 Oct 2026 · 11:00 AM–12:00 PM AEDT
• Sun 8 Nov 2026 · 6:00–7:00 PM AEDT

This lets the CRM send automatic reminders and lets you track attendance.

Option B — Manual "event" tracking

If you don't want a calendar, store the chosen date on the contact (already happening via the Session field) and use date-based workflow triggers to send reminders (see Step 4).

This is the backbone automation that fires the moment someone registers.

1. 1Go to Automations → Workflows → Create Workflow.
2. 2Name it Attraction Blueprint — Registration.
3. 3Trigger: Form Submission → select your attraction-blueprint-masterclass form. (Alternative trigger: Contact Tag = attraction-blueprint-masterclass.)

Add these steps in order:

Date-specific tags (set in the If/Else branch above)

Branch on the Live Masterclass Session field value and add the matching tag:

Save and publish the workflow.

You want reminders to land relative to her chosen session, not a fixed date. Two ways:

Simple (works without a calendar)

Inside the If/Else branch from Step 3, create three paths — one per session date. In each path:

1. 1Wait until ~24 hours before that session's start time.
2. 2Send Email — "Tomorrow: The Attraction Blueprint" (reminder + link).
3. 3Wait until ~1 hour before.
4. 4Send SMS/Email — "Starting soon — here's your link."

Cleaner (with calendar — Option A)

If you used calendar appointments, skip the manual branches and use the built-in Appointment Reminders (set 24h before and 1h before). The CRM handles the timing automatically.

Send this immediately on registration (Step 3, step 3). Suggested copy:

Hi {{first_name}},

Thank you for registering for The Attraction Blueprint — and well done for taking the first step.

Your live session: {{session_date}}
Where: Online (link below)
Duration: ~60 minutes, including live Q&A

Add this to your calendar now so you don't miss it:
[Add to Calendar link]

Your live access link will arrive in a reminder email 24 hours and 1 hour before we begin.

To make sure you receive every Masterclass Prep email, add Coach@selfmasteryhub.com.au to your contacts now.

With love,
Cheryne xx

Between registration and the live session, send 1–3 short "prep" emails to build anticipation and reduce no-shows. Add these as a Campaign the contact is dropped into at Step 3.

Suggested cadence (space them relative to registration, not the session):

1. 1Day 1 — "Before we meet: one question to sit with" (a reflection prompt, e.g. "Am I choosing from my wounds or my wisdom?").
2. 2Day 3 — "Meet the six Attraction Archetypes" (teaser for what you'll cover).
3. 3Day before session — handled by the reminder (Step 4).

This is the conversion step in your funnel (Ad → Masterclass → Nurture → Clarity Call → Coaching Program).

1. 1Create a second workflow: Attraction Blueprint — Post-Session.
2. 2Trigger: Tag added masterclass-attended (you add this manually or via attendance tracking after the live session).

Steps:

1. 1Send Email — "Thank you for being there" + replay link (if you record it).
2. 2Wait 1 day.
3. 3Send Email — Invite to the complimentary Pattern Breakthrough Clarity Call with a booking link (calendar from Step 2, or a separate Clarity Call calendar).
4. 4Wait 2 days → if no booking, Send Email gentle nudge.
5. 5Wait 3 days → if still no booking, move to longer-term nurture.

Use a simple tag tree so you can see funnel drop-off at a glance:

• masterclass-registered— submitted the form
• masterclass-oct-20— coming to Tue 20 Oct 6pm AEDT
• masterclass-oct-30— coming to Fri 30 Oct 11am AEDT
• masterclass-nov-8— coming to Sun 8 Nov 6pm AEDT
• masterclass-attended— showed up live
• masterclass-no-show— registered but didn't attend (send a replay/follow-up)
• clarity-call-booked— booked the call
• clarity-call-completed— had the call
• coaching-invited— you invited them to Rise Into Love / Journey Back to Self
• coaching-enrolled— they joined a paid program

Add these tags at the right workflow steps so your reporting is automatic.

Before going live to ads:

1. 1Register with a test email for each of the three dates.
2. 2Confirm each receives the confirmation email.
3. 3Fast-forward / simulate the reminder timing (most CRMs let you test a workflow on a contact).
4. 4Confirm the Clarity Call invite fires after the "attended" tag.
5. 5Check that emails land in the inbox (not spam) — this is why the on-page note asks people to add your address to contacts.

Once automation is tested:

1. 1Point your ad's destination URL at your published landing page.
2. 2Add the UTM parameters to the ad link (e.g. ?utm_source=facebook&utm_campaign=attraction-blueprint).
3. 3Optionally capture the UTM source into a hidden form field so you can see which ad produced each registration in your CRM.