Opt-In Submitted
Tags a new retreat opt-in as a lead, waits 30 minutes, then sends paired email and SMS nurture touchpoints over several days.
The moment someone opts in to a retreat offer, the system tags them as a retreat lead, waits 30 minutes, then automatically sends a confirmation email followed by an SMS โ all without any manual action required.
Every retreat enquiry gets an instant, professional response while the lead is still warm. No more relying on someone to manually follow up. The 30-minute delay keeps the message feeling personal rather than robotic, and the email + SMS combination maximises the chance the lead actually sees it.
This sits at the very top of the retreat sales funnel โ it's the first impression after someone puts their hand up. A slow or missed follow-up here loses the lead. This automation means no enquiry ever falls through the cracks, 24/7.
This workflow nurtures new leads who submit the Warrior Retreat Opt-In form by delivering a structured sequence of emails and SMS messages over several days. The goal is to educate, build interest, and encourage contacts to apply for a Warrior Retreat.
The build โ trigger โ steps
Retreat | Opt-In Form Submitted
Form Submission
Automatically enroll contacts when they submit the Warrior Retreat Opt-In form.
Tag Contact
ActionAdd Contact Tag ยท retreat | opt-in
Identify the contact as a retreat lead; Segment contacts for reporting and future automations.
Wait โ 30 Minutes
WaitTime-Based Wait ยท 30 Minutes
Provide a short delay before the first communication so the automation feels more natural.
Email #1
EmailSubject: Join Us for Warrior Retreats!
Welcome the new lead; Introduce Warrior Retreats; Set expectations for the upcoming communication.
SMS #1
SMSSend SMS
Reinforce the welcome email; Encourage the contact to check their inbox; Provide an important link or next step.
Wait โ 1 Day
WaitTime-Based Wait ยท 1 Day
Allow time for the contact to engage before the next communication.
Email #2
EmailSubject: Transform Your Life with Warrior Retreats!
Highlight the transformational outcomes; Build emotional engagement; Increase interest in the retreat experience.
SMS #2
SMSSend SMS
Reinforce Email #2; Highlight a key benefit; Drive the contact back to the offer.
Wait โ 1 Day
WaitTime-Based Wait ยท 1 Day
Maintain a steady communication cadence.
Email #3
EmailSubject: Unlock Your Potential at Warrior Retreats!
Focus on personal growth; Reinforce the value of attending; Continue nurturing the lead.
SMS #3
SMSSend SMS
Remind the contact about the previous email; Keep engagement high.
Wait โ 1 Day
WaitTime-Based Wait ยท 1 Day
Continue spacing communications appropriately.
Email #4
EmailSubject: Your Invitation: Apply for Our Exclusive Retreat!
Introduce the application process; Create a sense of exclusivity; Encourage the next step.
SMS #4
SMSSend SMS
Reinforce the invitation; Provide a direct call-to-action; Encourage the contact to apply.
Wait โ 1 Day
WaitTime-Based Wait ยท 1 Day
Provide time before the final application push.
Email #5
EmailSubject: Don't Miss Out: Apply Now for Warrior Retreats!
Create urgency; Reinforce scarcity; Encourage immediate application.
SMS #5
SMSSend SMS
Final reminder; Reinforce urgency; Direct the contact to the application page.
Wait โ 12 Hours
WaitTime-Based Wait ยท 12 Hours
Provide a final buffer after the last SMS. No further actions occur after this step.
Workflow Ends
End
Timeline
- 1Immediately after form submission: Add "retreat | opt-in" tag
- 230 minutes later: Email #1 + SMS #1
- 3Day 1: Email #2 + SMS #2
- 4Day 2: Email #3 + SMS #3
- 5Day 3: Email #4 + SMS #4
- 6Day 4: Email #5 + SMS #5
- 712 hours later: Workflow ends


