Tai Chi Globe — Kartra System Map

This map shows the contact journey through your Kartra system, from first discovery to active member and beyond. Each stage shows the key sequences and automations that fire. Click any card to see details.

1 · Discovery

Sequence

Pre Free Class

Pre-event prep emails

Sequence

Post Free Class [4]

295 subs · 515 sent

Sequence

Post Free Event

Follow-up after free event

IK Sequence

Initiation Contact to Bark Lead

33 subs · 62 sent

IK Sequence

IK Quote Email

Inner Kingdom intro

Automation P2-16

Newsletter Sign-up

165x · Form → Subscribe to TCG News

2 · Shortlist

Sequence

Shortlist-Mon/Tue/Wed/Thu/Fri/Sat

Day-specific shortlist sequences (×7)

Sequence

Shortlist-Private

Private tuition shortlist

Sequence

Shortlist Invitation [60]

Invite to apply for taster

Sequence

Shortlist Taster App/Reject [59]

Accept or reject taster application

List

Tai Chi Globe Waiting List

108 contacts waiting

3 · Taster

Sequence

Taster Class Welcome

24 subs · 23 sent

Sequence

Before Your Taster Class

Pre-taster prep

Sequence (×7)

Location Taster Invites

PR, BR, AMCC, Whitchurch, Rivets, Waddesdon, Cublington

Automations P1-5 to P1-19

Taster Booking Tag → Fields

Sets Brand=Yes, Journey=4, ClassCode

Sequence

TCG No-Show (Register Open) [21]

Did not attend

Sequence

Taster No Show - Register Closed [50]

Did not attend, window closed

4 · Seeker

Automation P2-6

TAG: 5 Seeker → Journey Phase 6

120x · Considering membership

Sequence

Last Chance to Join [MID-73]

Conversion push

Sequence

Post Free Coaching Session

IK follow-up

Automation P2-19 ⚠ PAUSED

Abandoned Cart Recovery

Inactive — high value opportunity

5 · Join

Sequence (×8)

Join Membership

Core, Mon–Sat classes, Final Access

Sequence

New Member - Start Here [26]

177 subs · 146 sent

Automation P2-18

Purchase → Clean up invite tags

260x · Highest count

Automation P3-1

Grant Archive Access → 30 pts

367x — every join triggers this

Sequence

TCG Silver/Gold/Diamond Confirm

Tier-specific welcome

Sequence

Join Colleague Membership [56]

Referral join path

6 · Active Member

List

Tai Chi Globetrotter

126 active members

List

TCG Membership Communications

141 contacts

Sequence

Absence Without Notice [48]

+ Extended Absence [71]

Sequence

Reminder — No Class Today [58]

+ Next Class Cancelled

Sequence

Amend Membership

Changes / pauses

Sequence

TCG Gold Upgrade Confirm [47]

Tier upgrade path

Sequence

Password / Log In Issues [66]

Support

7 · Leave / Re-join

Sequence

TCG Leaver Notification [46]

Triggered on leave

Sequence

TCG Monthly Leaver [23]

Monthly-pay leaver flow

Automation P2-12

Cancel → Revoke all access

96x · + tag: TCG Monthly Leaver -IMMEDIATE

Automation P2-14

Cancel → Unsubscribe from lists

111x

Automation P3-3

Cancel form → tag Former TCG Member

20x

Sequence

Approve TCG Rejoiner - Silver [44]

Re-join pathway

TAI CHI GLOBE — KARTRA SYSTEM MAP