Step 1: Identify the post-event email that contains program links

These are the emails sent after an event (Easter Egg Hunt, Trunk or Treat, Pics with Santa) that list program options for people to click.

Step 2: Edit the email so it only shows programs you actually offer

The template often lists options like After School, Summer Camp, Martial Arts, Parkour, and Dance. Remove any links/programs you don’t offer so people only see relevant choices.

Step 3: Understand what the contact sees when they click a program link

Clicking a program link sends them to your website, and they will see whatever offer is currently live there (example: a free week for After School or a free day trial for Martial Arts).

Step 4: Open the workflow that contains the event “Trigger Links”

In your automation/workflow for the event, locate the trigger links section at the top (this is the same concept for Easter Egg Hunt, Trunk or Treat, and Pics with Santa).

Step 5: Click through one example trigger path (e.g., After School)

When someone taps the After School trigger link, they enter the workflow at that specific trigger.

Step 6: Confirm the system applies the “Hot Lead” tag for the right event + program

They get tagged so you know:

• Which program they clicked (e.g., After School)

• Which event they came from (Easter Egg Hunt vs. Trunk or Treat vs. Pics with Santa)

• That they’re a hot lead (e.g., ASP Hot Lead)

Step 7: Confirm the “Email Follow Up Only” tag is applied

They also receive a tag like Trigger ASP Email Follow Up Only, which enrolls them into the normal lead follow-up sequence without sending the initial “you visited our website / filled out a form” email (because they didn’t do that—they clicked a link).

Step 8: Verify you (and your team) receive the lead notification

Your normal lead notification email(s) will go out to the configured recipients and will indicate they clicked the specific trigger link (and include the contact’s stored name, email, and phone number).

Step 9: Verify the contact is created/placed into the Opportunity Pipeline

The system adds them into the relevant opportunity pipeline (example: After School pipeline) as a new lead.

Step 10: Confirm the Opportunity Source shows the event (not generic website/ad)

The opportunity source is set to the specific event hot-lead source (e.g., Easter Egg Hunt Hot Leads), so you know this came from an event where you already have rapport.

Step 11: Confirm the Opportunity Value is set (Paid-in-Full value)

The opportunity is assigned your paid-in-full value so the team understands the lead’s potential value and follows up accordingly.

Step 12: Apply the same expectations to Text-In bonus keywords

If someone texts in for a program (e.g., “interested in martial arts”), the same behind-the-scenes actions occur: tags, follow-up-only sequence, notifications, and pipeline creation.