Workflow LibraryBrochure Downloads
Society Brochure Download
This workflow is pre-built in the GHL Master Snapshot. Do not build it from scratch. Deployment steps are managed via the client's ClickUp task list.
Overview
Visitors request the society golf brochure via a form on the club website. On submission, they receive the brochure by email, are added to the Society pipeline at New Lead, and Speed to Lead fires.
When to deploy: Phase 1 — when the society brochure asset is ready.
Client Variables
| What to confirm | Notes |
|---|---|
| Brochure PDF | Must be supplied by the client or created before deploying |
| Form placement | Which page on the website? Usually the Group Golf or Society page |
| Society team email | Who receives the staff alert? |
QA Checklist
- Submit a test download request
- Confirm brochure PDF arrives by email
- Confirm contact lands in Society pipeline at New Lead
- Confirm
source_websiteand relevant tags applied - Confirm staff alert fires to society team
- Confirm Speed to Lead fires
- Form renders correctly on mobile and desktop