INTRODUCTION

Hello, hello!


Welcome to the StudioHub pipelines training!


In this video, I'm going to give you an introduction to this StudioHub feature called pipelines.


First, let me show you what a pipeline looks like in StudioHub. 


{{Show an image of the StudioHub pipelines}}



WHAT ARE PIPELINES USED FOR?


A pipeline is a tool used to keep track of the journey a contact takes.


An easy example of this would be to think of the journey a contact takes from the moment they inquire about your business, to the moment they show up to your business.


The journey looks something like this:

  1. Inquire
  2. Book a trial class
  3. Show up for trial


Another example can be to track a student's sales journey. 


That journey would look something like this:

  1. Inquired about the program
  2. Completed registration for the program
  3. Paid
  4. Bought their attire
  5. Signed up for the workshops
  6. etc...


As you can see, each of the numbers represents a stage in the journey. A pipeline is a tool that lets you track contacts going through this journey.


To explain this better, let's dive into the pipeline view inside StudioHub. To get there, all you have to do is click on "opportunities".



STAGES

To explain what you're looking at, I'm going to make an analogy.


Think of the pipeline as train stations.


People can get in the train and go from one station to the next.


In the StudioHub pipeline view, you can see the "stations" at the top.


Again, the pipeline is a tool that lets you track contacts going through a specific journey.


In the example we're looking at here, we can see this is the journey someone would take to go from a brand new inquiry to the moment they show up at your business.


Now, let's talk about the cards inside the pipeline stages.




OPPORTUNITIES

Using the same analogy of the train station, a contact travels from station to station.


Each of these cards represents a contact. 


Another way we call contacts inside the pipeline is "opportunity cards", or "opportunities" for short.


You can move the cards manually from one pipeline stage to the other to keep track of the contact's journey.


For example, if a contact booked a trial class, you can move them to the "appointment booked stage"

If they show up, you can move them to the "appointment showed" stage.


Information about the opportunities

If you click inside an opportunity card, it will open up the opportunity and you will be able to see more information about this contact.


Status

Opportunity cards also have something called "status"


An easy example to explain why statuses are useful is "tracking sales"


For example, if a contact showed up to your business, and ended up buying, you can mark the contact's status as "won", or if they didn't buy, you can mark their status as "lost"



CONCLUSION

That's it! This was a quick overview on what a pipeline is, and what it is use for.


You learned a couple of keywords when it comes to using pipelines like "pipeline stages" and "opportunities", and "status". These will come in handy in the future.


This wraps up this video.


In the next video, you will learn how to build one of these pipelines.


I'll see you there!