Overview

This article will outline the flow and mapped fields of the contacts that are synced from Core into the Grow platform at a site or location level. 

 

Please note: See our HQ: Core to Grow Sync article for information on the fields included at a HQ level. 

 

Below is all of the fields included in the Grow sync at a Location Level

 

Field Name: The name of the field as it appears in Grow.

Definition: Description of what the field contains. 

 

 

Below is all of the fields included in the Grow sync at a Location Level:

 

 

Field Name		Definition
First Name		Contact’s first name
Last Name		Contact’s last name
Email		Contact’s e-mail
Phone		Contact’s phone number
Date Of Birth		Contact’s birthday
Contact Source		Reserved to Opportunities OR The origin or method through which a contact was added to the system.
Contact Type		Type of the contact
Street Address		Contact’s street address
City		Contact’s city
State		Contact’s state
Country		Contact’s country
Postal Code		Contact’s postal code
DND Text Messages		Contact’s Do Not Disturb option for SMS
DND Emails		Contact’s Do Not Disturb option for E-mail
DND all channels		Contact’s general Do Not Disturb option
Core Status		Contact’s status, according to the location
Past Active Packages		Every package ever registered for the Contact that is not currently active for the location
Active Package		Every currently active package from the Contact for the location
Active Package Category		Every package category from the contact’s currently active packages for the location
Join Date		Date the contact has joined the location
First Attendance Date		Contact’s first visit date to the location
Intro Offer		Marks if the contact has already claimed the intro offer to the location
Corporate Status		Contact’s status on corporate level.
Anniversary		Number of years since the Join Date
Days Absent		(Milestone) Number of days since the last session date
Days Inactive		(Milestone) Number of days since: The last date since the contact used a credit in the location If never, the last date since the contact purchased a package in the location If never, the Join Date
Late Cancel Accrual		(Milestone) Number of times the contact was absent due to Late Cancel since the last attendance date in the location
No Show Accrual		(Milestone) Number of times the contact was absent due to No Show since the last attendance date in the location
Late Cancel No Show Accrual		(Milestone) Sum of the fields Late Cancel Accrual and No Show Accrual
Home Location		Contact’s home location(s), based on the corresponding active packages.
Attendance Total		Number of times a contact has checked-in to the location
Corporate Attendance		Number of times a contact has checked-in to every location of the brand
Location Status		Contact’s status on location level
First Booking		Contact’s flag to indicate if any booking was already registered, based on the First Booking Date
First Booking Status		Contact’s flag to indicate if any booking was already registered
First Booking Date		Contact’s first booking date in the location
First Session Date		The first time the contact successfully attended to a session in the location
Promo Codes Used		List of every coupon code the contact has ever used in the location
Referrals		Number of times the contact was referred by other clients of the same location
Core Source		Through which medium the contact met the brand
Email Opt In		Contact’s opt in/out for email
SMS Opt In		Contact’s opt in/out for SMS
Tags		Contact’s tags managed by grow-sync service for the location

 

Differences between the Core to Grow Sync: Location VS HQ Level

Fields that Appear in Location Level and not HQ Level

 

• First Attendance Date
• Attendance total
• Location status
• First Booking Date
• Promo Codes
• Referrals
• Late Cancel Accrual, No Show Accrual & Late Cancel No Show Accrual

 

Days Absent & Days Inactive fields are included in Location Level sync while Corporate Inactive field ia included in HQ Level sync. 

 

 

Multi-location setup in a single Grow account

Hapana does not recommend managing multiple locations under a single GROW subaccount. There are several limitations including: 

• Leads don’t have a listed “Home Location” unless they’ve purchased
• All leads feed into one big pipeline
• You lose access to detailed location-level fields
• You’ll need to duplicate custom values per location
• Only one Meta and one Google account can connect
• One phone number and email domain associated with all automations

 

Please see our Challenges with multi-location setup in a single Grow account article for more information.