Zen Planner Integration Overview

Our integration with Zen Planner prevents mismatched lifecycles and gives you the added peace of mind that your contacts have the same corresponding information between our two platforms.


For established users, the Sync Wizard is meant to be a one-time process that helps you clean up any incorrect contact information before you connect your contacts.


For new users, the Sync Wizard will assist you in importing your contacts from Zen Planner to UpLaunch so that you’re kept in sync from the start.


Our Zen Planner integration is a smart solution that will save you time and resources by keeping your connected contacts automatically in sync for you!


The following information will be kept in sync:

  • First and last name

  • Email address

  • Lifecycle

  • Gender

  • DOB


By automatically updating your contact’s information in UpLaunch when any changes are made in Zen Planner, it eliminates the manual work previously required to coordinate these two efforts. Since UpLaunch is where you collect most of your leads, a new prospect will also be created in Zen Planner anytime a new lead is received by UpLaunch!

How the Sync Wizard Works


The Sync Wizard was created to help you sort through your Zen Planner and UpLaunch contacts. By retrieving your contacts from Zen Planner, we can try to smartly match them up to contacts in UpLaunch!


Steps 1 and 2 of the Sync Wizard are intended to help you connect your contacts by their email, lifecycle, and name. Because Zen Planner can have multiple contacts with the same email address, you may have to confirm which one of those contacts you want to be connected to that email in UpLaunch. If we find an exact 1:1 match in Zen Planner, we will automatically connect these contacts unless you choose to not connect them.


Steps 3 and 4 of the Sync Wizard are for selecting your contact’s campaigns. Any contacts who were connected on Steps 1 or 2 and had mismatched lifecycles will now need to be corrected and confirmed in Step 3. If you have any contacts new to UpLaunch, we will add them to your campaign choice in Step 4.


3 Ways to Optimize Your Sync

  1. Tidy up your Zen Planner contact list and make sure everything looks correct before heading into the Sync Wizard. We suggest sorting your contacts by their statuses so that you can quickly review their lifecycles and make sure they are appropriately marked as either prospects, members, or alumni. If you notice any errors or typos, update them before you begin the Sync Wizard.

  2. Choose your default Prospect Program after enabling the Zen Planner integration in UpLaunch. Because Zen Planner requires a program of interest to be selected for a new prospect, UpLaunch will need to know which of your gym’s programs we should select as the default interest for your new leads. You can always update this later in your contact’s profile details.

  3. Review your default Journey setting in UpLaunch. Familiarize yourself with the content and cadence of campaign steps for this Journey, especially for New/Active Leads and New Clients. Any automations will begin immediately after the Sync Wizard has completed. To prevent any unwanted communications from triggering automatically, we set the default campaign selection to Inactive Lead and Established Client. However, you may manually change these campaigns to New/Active Lead or New Client during the Sync Wizard.

Get Started Today!

Get started by enabling your integration with UpLaunch in your Zen Planner account under Setup → External Services → UpLaunch.



Next, enable your integration with Zen Planner in your UpLaunch account under Integrations → Zen Planner.



Get started by running through the Sync Wizard at least one time in “test mode.” This will allow you to take an “experimental” pass through the Sync Wizard and review your information. From there, you can make updates to any errors you may encounter on your contact’s Zen Planner information.


Lastly, click “Turn Off Test Mode” and take one final pass through the Sync Wizard to finalize your integration. Once you have been through the Sync Wizard with test mode off, your contacts will sync and the integration will be live in your account.



Your contacts are now synced!


How the Sync Wizard Works


The Sync Wizard was created to help you sort through your Zen Planner and UpLaunch contacts. By retrieving your contacts from Zen Planner, we can try to smartly match them up to contacts in UpLaunch!


Steps 1 and 2 of the Sync Wizard are intended to help you connect your contacts by their email, lifecycle, and name. Because Zen Planner can have multiple contacts with the same email address, you may have to confirm which one of those contacts you want to be connected to that email in UpLaunch. If we find an exact 1:1 match in Zen Planner, we will automatically connect these contacts unless you choose to not connect them.


Steps 3 and 4 of the Sync Wizard are for selecting your contact’s campaigns. Any contacts who were connected on Steps 1 or 2 and had mismatched lifecycles will now need to be corrected and confirmed in Step 3. If you have any contacts new to UpLaunch, we will add them to your campaign choice in Step 4.

FAQs

We have a large FAQ section related to the integration, check it out here.

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