Quick Reference Cheat Sheet:
Not sure what any of this means? Scroll down for the full in-depth walkthrough 😀
Feature | Setting | Tag, On/Off, Etc. |
Ignite Automation for a Specific Program | Tag Assigned | For all Goals except Goal 3B, the tag should be the same. For 3B, it should be a "no-show" tag. |
Ignite Settings for a Specific Program | Trial Checkout and Calendar | A checkout and calendar should be present |
Ignite Checkout for a Specific Program | Select a tag that will be added once the Checkout Page is completed | Should be the same tag under "Tag Assigned" |
Ignite Checkout | Purchase Item | Has Membership? | On (the switch will be green) |
Ignite Checkout | Purchase Item | Select a tag that will be added once the Checkout Page is completed | Either blank, the tag under "Tag Assigned," or bought-ignite-[style] |
Ignite Calendar | No Show Tag | ignite-[style]-no-show |
Ignite Calendar | Cancelled Appointment Tag | Optional (can be left blank): ignite-[style]-no-show |
Website | Web / Lead Forms | Must apply the tag from "Tag Assigned" to all new leads |
Step 1: Check the tag being used by Ignite
We'll need to make sure this tag is consistent across your checkout and calendar linked to Ignite.
Head to your Ignite Automations by clicking "Automation" in the left menu
Scroll down until you see your Ignite Automations. Then open up the automation by clicking on the little arrow.
In the "Tag Assigned" column, all tags should be the *same* except for Goal 3B, like in the image below.
Keep a note of these two tags! We'll need to make sure your checkout and calendar both are using them.
Step 2: Review Your Checkout
First, click on "Ignite Settings" to see which Checkout & Calendar are linked to the Ignite Automation you're reviewing:
You'll see the names for each on that page:
If those are blank, or say "Please select an online scheduler" -- then you might not have a Checkout or Calendar linked to Ignite currently!
If so, you have two options:
Have a checkout and calendar ready to go, they're just not hooked up to Ignite? Select them from the dropdowns
Don't have a checkout and/or calendar ready? Here are some guides to help you:
You'll know if this step is relevant if either dropdown looks like this:
Next! On the left-side menu of Spark, select "Checkout Pages"
Locate the Checkout from the previous step, and click "Edit Checkout Page"
Scroll down and make sure the tag from Step 1 is present here:
Next, scroll back up and click "edit item" on your purchase item
First, make sure "Has Membership" is turned *on* (it will be green like the image below)
The next step is optional, but nice for quickly tracking your purchases and seeing who purchased a trial via your Ignite Checkout.
You can add a tag here called "bought-ignite-[style]"
It's okay if the below option is blank, and it's okay if it has the tag from Step 1 as well!
Step 3: Review Your Calendar
On the left-side menu of Spark, Click "Settings" then click "Calendar"
Click "Edit" on the Calendar from the dropdown in Step 2
It should have the "Used by Ignite" tag like you see below:
Make sure your "no-show" tags are present under "No Show Tag," and optionally, under "Cancelled Appointment Tag"
** They should be the same tag from Goal 3B in Step 1 **
If all of those ducks are in a row, then your Ignite should be all ready to go!
Need further help? Check out our awesome collection of Ignite articles.
Those still don't do the trick? Reach out to Live Chat!