Customizing FBS Nurture Emails & Course Access

Call Date

Mar 13, 2025

Primary Topics

CRM, PAS

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Call Description

In this session, coaches learned how to locate, clone, and customize nurture campaign emails in FBS, including when and how to edit templates, the approval process, and compliance requirements. The call covered how to add contacts to nurture campaigns, send one-off emails using templates, and grant or revoke Business Academy access via actionable tags or PAS. The session also clarified onboarding steps, where to find coaching links, and how to leverage support for troubleshooting or global template improvements.

Why this call matters

  • Clarifies how to safely customize nurture campaign emails and automations.

  • Explains the process and compliance for editing templates, including phase requirements and support.

  • Shows how to add contacts to nurture, send one-off emails, and manage campaign timing.

  • Demonstrates how to grant or revoke course access in both FBS and PAS.

  • Highlights where to find key links, resources, and support for ongoing success.

Key Points:

  1. Locating & Cloning Nurture Email Templates (02:30) – How to find, clone, and safely edit nurture campaign emails for brand voice.
  2. Adding Contacts to Nurture Campaigns (05:08) – Using the “add to nurture” tag and understanding campaign timing.
  3. Editing & Compliance Requirements (12:06) – Phase 4 requirement, disclaimer form, and support process for safe customization.
  4. Automation & Campaign Structure (14:12, 17:47) – How nurture automations are structured, how to swap in custom templates, and campaign timing logic.
  5. Testing & Previewing Emails (26:00) – How to send test emails and preview templates before going live.
  6. Sending One-Off Emails Using Templates (29:27, 33:01) – How to send individual nurture emails or templates to contacts outside of automation.
  7. Granting Business Academy Access (41:16, 50:34) – Using actionable tags or PAS to grant/revoke course access, and the difference between FBS and PAS methods.
  8. Onboarding & Coaching Links (37:59) – When and how coaches receive their personalized coaching links page.
  9. Support & Global Template Improvements (10:05, 12:06) – How to report errors, request improvements, and leverage support for global changes.

Key Takeaways:

  • Clone and edit nurture emails only after reaching phase 4 and submitting the disclaimer form.
  • Use the “add to nurture” tag to control who receives campaign emails.
  • Test and preview custom emails before activating them in automations.
  • Grant or revoke Business Academy access via actionable tags (FBS) or lesson-level control (PAS).
  • Bookmark your coaching links page and use support for troubleshooting or template fixes.

Notable Quotes:

  • “If you want to change some of the content so that it matches your brand voice…clone the template and edit the copy.”
  • “For the persons who are making changes within there without contacting us, just confirm that it’s going to be overwritten.”
  • “You have two ways of actually adding someone to the business academy—from the FBS end, and from the PAS end.”

Action Steps from the Call

  1. Clone and edit nurture email templates only after reaching phase 4 and submitting the disclaimer (12:06).
  2. Add contacts to nurture using the “add to nurture” tag for targeted campaigns (05:08).
  3. Test and preview your custom emails before updating automations (26:00).
  4. Grant or revoke Business Academy access using actionable tags or PAS (41

Call Date: March 13, 2025

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