New Account/Student Setup

1. Add parent/student to StudioSync.

2. Assign tags:

- Lead (if not enrolled)

- Newsletter

New accounts must be added to studio sync adding the tags Lead and Newsletter. If a student has registered disreguard the lead tag and add applicable tag noted in the next section.

Student Registration

1. Ensure student has been added to StudioSync.

2. Assign tags:

- Enrolled

- Season

- Returning Student or New Student

- Program

- Newsletter

If the student is brand new, add tag New Student this starts the 6-week onboarding sequence.

If the student is returning, ensure they have Returning Student. This will triggers season onboarding sequence.

Student Drops

1. Remove Enrolled Student tag.

2. Add Lead tag.

3. Keep Current Season tag.

4. Keep Newsletter tag.

New Season Enrollment

Returning Student

Current Season tag ensures they receive automated season information.

Returning student tag ensures they receive the onboarding sequence.

New Student

Current Season tag ensures they receive automated season information.

New student tag ensures they receive the onboarding sequence.

Automations how to create a new one or update an old one

Email templates. If you're adjusting a template be sure that it is still titled appropriately. Anything saved will overwrite the template. If you want to use an existing template but change who it's directed at or adjust the content drastically save the template as a new template before making changes to create another template.

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