CRM Email Concepts
FranDev Aha Moments · Consumer Franchise Nurture
Asset gap Hero image: replace UA_FranDev_M1_DrewBetty_Hero.jpg with M2-specific image generated via Nano Banana Pro (prompt in FranDev_M2-M6_Hero_Image_Prompts.md). SPPC campaign ID: confirm with Regan/Madison before live send.
Asset gap Hero image: replace M1 placeholder with M3-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 placeholder with M4-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 placeholder with M5-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 placeholder with M6-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). SPPC campaign ID: confirm before live send. M6 CTA button uses yellow-green (#DEE700) with pink shadow -- series finale distinction.
Asset gap Hero image: replace TLG M1 Sabiyah placeholder with M2-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). Video asset: 5Il33LhQeEY. SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 Sabiyah placeholder with M3-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). Video asset: UPKsQys8G1g. SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 Sabiyah placeholder with M4-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). Video asset: 5Il33LhQeEY. SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 Sabiyah placeholder with M5-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). Video asset: UPKsQys8G1g. SPPC campaign ID: confirm before live send.
Asset gap Hero image: replace M1 Sabiyah placeholder with M6-specific image (Nano Banana Pro prompt in FranDev_M2-M6_Hero_Image_Prompts.md). Video asset: n-EWK0bUNEI (Sabiyah's full story, strongest aha arc). SPPC campaign ID: confirm before live send. M6 primary CTA uses green (#C1D82F) button with pink shadow -- series finale distinction.
This card now shows the actual SFMC-rendered email (test send 2026-05-23, Bedford TX park), pulled directly from the preview URL rather than a hand-coded mock. That keeps the dashboard truthful to whatever's currently built in Journey Builder. v1 send performance: 16.86% opens / 2.14% unique CTOR / 0.44% unsubscribe rate — this v2 build addresses that with above-the-fold primary CTA, clickable star band, inline body link, and bigger 3-step typography. Subject line test queued (see SUBJECT_LINE_TEST.md).
Asset gap TLG white horizontal logo + brand-specific app screens not yet wired. Falls back to broken image until the-little-gym/assets/ is populated.
Asset gap TLG white horizontal logo + brand-specific app screens not yet wired.
Asset gap PMA white horizontal logo + brand-specific app screens not yet wired.
Asset gap PMA white horizontal logo + brand-specific app screens not yet wired.
For review Unified KidHub design across all brands (matches the KidHub launch set) — only the masthead logo, brand name, and step-3 verb change per brand. UA keeps the Membership Perks block. New concept; does not touch Abby's live UA send. Not yet built into SFMC.
For review Same unified KidHub design; TLG masthead + brand copy (step 3: "get to class"). No perks section. Not yet built into SFMC.
For review Same unified KidHub design; PMA masthead + brand copy (step 3: "step onto the mat"). No perks section. Not yet built into SFMC.
For review Same unified KidHub design; Water Wings masthead + brand copy (step 3: "dive into the water", booking: "lessons"). No perks section. Not yet built into SFMC.
SFMC build pending Design + copy final (John's copy). Merge fields show as [brackets]; data layer (booking source & Event Date) in discovery. Logo/gi/hero pulled from Box.
In-house draft Guest-facing conversion email (not in John's doc). Offer is a placeholder; guest audience depends on captured guest contact data.
Asset gap Water Wings white horizontal logo + brand-specific app screens not yet wired.
Asset gap Water Wings white horizontal logo + brand-specific app screens not yet wired.
My Zendesk Backlog
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Send Calendar
Scheduled Email Sends
Business Unit Builds
Unleashed Brands
Build checklist not started
No build checklist exists for this location yet. Gateway Center is the live template — new locations will follow the same repurpose-or-create flow.
Gate — confirm before re-pointing
Re-pointing the Park Meadows MID erases its old identity. Confirm the park is permanently closed (not reopening) before you start.
- Confirmed with team: UA - CO - Park Meadows (MID 534006338) is permanently closed and OK to cannibalize
⚡ Fast Path — Repurpose Park Meadows → Gateway Center
▼- Setup > Business Units > open UA - CO - Park Meadows and rename →
UA - NY - Gateway Center - Set Description →
001Rp00000hg9MIIAYreplaces old AccountId 0015f00000NDFrGAAX - Change Time Zone → Eastern was Mountain (Park Meadows, CO)
- Set From Name / Display →
Urban Air Gateway Center, NYstandard TLG pattern: The Little Gym of <city> (setup doc Step 14) - Update subscriber filter: AccountId = 001Rp00000hg9MIIAY, Email Opt Out – Urban Air = No, Sendable = Yes
- Update Sender Profile(s) From Name → Urban Air Gateway Center, NY From Email stays [email protected]
- Rename / repoint the Shared DE folder → UA - NY - Gateway Center; move or retire old Park Meadows DEs
- Update the BusinessUnitReference DE row — AccountId / AccountName / LocationName to Gateway; keep MID 534006338
- Verify SAP / SSL / sender auth / RMM carried over already liveno Salesforce ticket needed — the whole reason we repurpose
- Confirm internal users, shared templates, and auto-suppression membership carried over from the closed BU
🔑 Rebuild the 10 LocationData Filters + Activities
▼Retire the old Park Meadows filters and build these against 001Rp00000hg9MIIAY. Each is a filter and a matching filter activity, added to the correct UA group automation; run that step once and confirm all 10 ran.
UA_NY_GatewayCenter_ALLAccountId = 001Rp00000hg9MIIAYUA_NY_GatewayCenter_NewsWhat_s_New_Opt_in_Urban_Air__c = TRUEUA_NY_GatewayCenter_PromosDeals_Promos_Opt_in_Urban_Air__c = TRUEUA_NY_GatewayCenter_EventsSpecial_Events_Opt_in_Urban_Air__C = TRUEUA_NY_GatewayCenter_HasKidsHasChildren = TRUEUA_NY_GatewayCenter_0to5Child_0to5 = TRUEUA_NY_GatewayCenter_6to12Child_6to12 = TRUEUA_NY_GatewayCenter_13to18Child_13to18 = TRUEUA_NY_GatewayCenter_MembersHasMembership = TRUEUA_NY_GatewayCenter_NonMembersHasMembership = FALSE- Add all 10 filter activities to the correct UA group automation, Run Once, confirm all 10 ran
- Create/repoint the Shared DE folder, set View-only for the BU, move the BU's DEs in
✓ Settings Spot-Check & QA
▼- Account Settings: Hide All Apps ON · Product Alerts OFF · Social Studio FALSE · Header/Footer/TextHeader/TextFooter all NONE
- Alert Manager: Jordan Lebeuf on ENS Callback Error + Email Job Error alerts
- Content Builder: 18 features disabled in the 4-1-2-3-2-1-2 pattern
- Delivery Profile: Header = None, Footer = None
- RMM: Display "Urban Air Adventure Park" · subdomain mail.urbanairparks.com · [email protected] · routing [email protected] · DNS Redirect = YES (already live)
- Spot check (Chrome, search "Urban"): 6 instances on default sender profile, 8 on location-specific
- Assign BU to QA reviewer → request QA (Vesper design + supervisor sign-off, desktop & mobile)
📋 Paste-Ready Workbook Values
▼| BU Name | UA - NY - Gateway Center |
| Description (AccountId) | 001Rp00000hg9MIIAY |
| From Name / Display | Urban Air Gateway Center, NY |
| Reply Address | [email protected] |
| From Email | [email protected] |
| Underscore key | UA_NY_GatewayCenter |
| BU MID / Parent MID | 534006338 · 534007816 |
Full per-tab rows (01 Create, 03 Settings, 04 Sender Profile, 06 RMM, 10 Data Filters, 11 Reference DE) live in urban-air/bu-setup/Gateway-Center/Gateway-Center-BUILD-VALUES.md.
📖 Full From-Scratch Process
▼Only needed if NOT repurposing. Source: Box → 05_Knowledge → NEW BU SETUP INSTRUCTIONS.docx (10/1/25).
- 1. Create BU from grandparent (Unleashed Services, LLC)
- 2. Subscriber filter — AccountId, OptOut False, Sendable True
- 3. BU settings + Alert Manager + Content Builder 18-disable
- 4. Sender Profiles (default + non-default)
- 5. Delivery Profile — Header/Footer None
- 6. Reply Mail Management (UA defaults)
- 7. Salesforce support ticket — copy SAP + SSL from parent skipped when repurposing
- 8. Unshare folders from new BU
- 9. Shared folder + permissions
- 10. Segmentation — 10 filters + filter activities
- 11. Add BU to BusinessUnitReference DE
- 12. Add internal users (UA list)
- 13. Share UA content templates (44)
- 14. Confirm support setup + request QA
Source of truth: urban-air/bu-setup/Gateway-Center/ (checklist + build values). Process: Box 05_Knowledge / BusinessUnit_Setup_UA.xlsx. Progress syncs across the team via the shared store; falls back to this browser if the store is unreachable.
✅ Post-Build QA Review
▼Reviewer sign-off against the UB BU QA Checklist — confirm each Component matches its Expected value. Shared & persistent (visible to the team). Work this once the build above is complete.
- BU basics: name, Description = 18-char AccountId, time zone, parent brand, unsub = this BU only
- Subscriber filter: AccountId + brand opt-out = No + Sendable = Yes
- Account settings: Hide All Apps ON, Product Alerts OFF, Social Studio FALSE; Header/Footer/Text all NONE; session timeout 2h
- Content Builder: all 18 features disabled (4-1-2-3-2-1-2)
- Alert Manager: Donna Redmond on ENS Callback + Email Job errors
- Sender profiles (default + location): From name/email correct & Verified; custom RMM name/address correct
- Delivery profile: Header/Footer = None
- Reply Mail Management: display / subdomain / reply address correct; DNS Redirect = Yes; filters Yes; routing correct
- Sender auth domain present & matches brand; Reply Address Verified
- Folders: only the correct folders shared to this BU; old brand folders unshared; expected DEs present
- Data filters exist with correct definitions for every brand segment
- Filter activities (name / definition / result DE match) in the correct State folder
- Automation: all filter activities in the correct automation, ran successfully
- Users shared to the BU (brand internal list + location users)
- Templates shared & child folders resynced
- Test send / preview renders correctly (desktop + mobile)
Gate — confirm before configuring
We are claiming the premade blank BU TLG_10 (SAP/SSL already live — no Salesforce ticket). It was unassigned as of 2026-07-01 — re-verify it's still free right before you rename it, so you don't overwrite another in-flight build.
- Confirmed: TLG_10 is an unassigned premade spare and OK to configure as Fernandina Beach
⚡ Configure premade TLG_10 → TLG - FL - Fernandina Beach
▼- Setup > Business Units > open TLG_10 and rename →
TLG - FL - Fernandina Beach - Set Description →
001Jx00000wsdr2IAATaj-confirmed 18-char AccountId (7/1) - Confirm Time Zone → Eastern
- Set From Name / Display →
The Little Gym of Fernandina Beachstandard TLG pattern: The Little Gym of <city> (setup doc Step 14) - Update subscriber filter: AccountId = 001Jx00000wsdr2IAA, OptOut = False, Sendable = True; unsubscribe = this business unit only
- Update Sender Profile From Name → The Little Gym of Fernandina Beach From Email stays [email protected]
- Set Delivery Profile → Header = None, Footer = None
- Set Reply Mail Management: display
The Little Gym· subdomaine.thelittlegym.com· reply[email protected]· routing[email protected]· location email[email protected]check "Forward using triggered send" - Create/repoint the Shared DE folder → TLG - FL - Fernandina Beach; set View-only for the BU, move the BU's DEs in
- Add the BU row to
ENT.BusinessUnits_TLGDE (AccountId / AccountName / LocationName); confirmvariables_tlglookup resolves for this AccountId - Verify SAP / SSL / sender auth carried on TLG_10 already livepremade spare — no Salesforce ticket needed
- Confirm internal users, shared Franchise Templates (5), and auto-suppression membership are on the BU
🔑 Build the TLG LocationData Filters + Activities
▼Full TLG segment set from Creating New Filters (TLG).docx. Each is a filter and a matching filter activity against 001Jx00000wsdr2IAA, added to the TLG group automation. TLG opt-in fields end in __The_Little_Gym__c (not the UA ones). Easiest path: copy an existing TLG BU's filter set and swap the AccountId.
TLG_FL_FernandinaBeach_ALLAccountId = 001Jx00000wsdr2IAA..._FlexibleAccountId = 001Jx00000wsdr2IAA..._HasKidsHasChildren = TRUE..._MembersHasMembership = TRUE..._NonMembersHasMembership = FALSE..._NewsWhat_s_New_Opt_In_The_Little_Gym__c = TRUE..._PromosDeals_Promos_Opt_In_The_Little_Gym__c = TRUE..._EventsSpecial_Events_Opt_In_The_Little_Gym__c = TRUE- Age bands (12):
_0to3mo _4to9mo _10to19mo _20to35mo _30to35mo _3yr _4yr _5yr _6yr _7yr _8yr _9to12yreach Child_<band> = TRUE - Birthday windows (3):
_BirthdayNext30 _BirthdayNext60 _BirthdayNext90each BirthdayNext<n> = TRUE ..._SEEDAccountId + seed emails (copy from existing BU)- Membership template segments:
_Members_AB,_NonMembers_AB,_FormerMembers_AB - Add all filter activities to the TLG group automation, Run Once, confirm each ran
✓ Settings Spot-Check & QA
▼- Account Settings: Hide All Apps ON · Product Alerts OFF · Social Studio FALSE · Header/Footer/TextHeader/TextFooter all NONE
- Content Builder: 18 features disabled in the 4-1-2-3-2-1-2 pattern
- Alert Manager: Donna Redmond ([email protected]) on ENS Callback Error + Email Job Error alerts
- AMPscript: confirm
variables_tlg/variables_tlg_zeeresolve the new location (edit blocks only at the Unleashed Services parent) - Assign BU to QA reviewer → request QA (Vesper design + supervisor sign-off, desktop & mobile)
📋 Paste-Ready Values
▼| BU Name | TLG - FL - Fernandina Beach |
| Description (AccountId) | 001Jx00000wsdr2IAA |
| From Name / Display | The Little Gym of Fernandina Beach |
| From Email | [email protected] |
| Reply Address | [email protected] |
| Underscore key | TLG_FL_FernandinaBeach |
| Premade BU / Parent MID | TLG_10 · 534003900 |
Full per-tab rows live in the-little-gym/bu-setup/Fernandina-Beach/Fernandina-Beach-BUILD-VALUES.md.
📖 Full From-Scratch Process
▼Only needed if NOT using the premade TLG_10 spare. Source: Box → 05_Knowledge → NEW BU SETUP INSTRUCTIONS.docx (10/1/25).
- 1. Create BU from grandparent (Unleashed Services, LLC)
- 2. Subscriber filter — AccountId, OptOut False, Sendable True
- 3. BU settings + Alert Manager + Content Builder 18-disable
- 4. Sender Profile ([email protected])
- 5. Delivery Profile — Header/Footer None
- 6. Reply Mail Management (TLG defaults, e.thelittlegym.com)
- 7. Salesforce support ticket — copy SAP + SSL from TLG parent 534003900 skipped — TLG_10 premade
- 8. Unshare folders from new BU
- 9. Shared folder + permissions
- 10. Segmentation — TLG filters + filter activities
- 11. Add BU to ENT.BusinessUnits_TLG DE
- 12. Add internal users (TLG list)
- 13. Share TLG Franchise Templates (5)
- 14. Confirm support setup + request QA
Source of truth: the-little-gym/bu-setup/Fernandina-Beach/ (checklist + build values). Process: Box 05_Knowledge / BusinessUnit_Setup_TLG.xlsx. Progress syncs across the team via the shared store; falls back to this browser if the store is unreachable.
✅ Post-Build QA Review
▼Reviewer sign-off against the UB BU QA Checklist — confirm each Component matches its Expected value. Shared & persistent (visible to the team). Work this once the build above is complete.
- BU basics: name, Description = 18-char AccountId, time zone, parent brand, unsub = this BU only
- Subscriber filter: AccountId + brand opt-out = No + Sendable = Yes
- Account settings: Hide All Apps ON, Product Alerts OFF, Social Studio FALSE; Header/Footer/Text all NONE; session timeout 2h
- Content Builder: all 18 features disabled (4-1-2-3-2-1-2)
- Alert Manager: Donna Redmond on ENS Callback + Email Job errors
- Sender profiles (default + location): From name/email correct & Verified; custom RMM name/address correct
- Delivery profile: Header/Footer = None
- Reply Mail Management: display / subdomain / reply address correct; DNS Redirect = Yes; filters Yes; routing correct
- Sender auth domain present & matches brand; Reply Address Verified
- Folders: only the correct folders shared to this BU; old brand folders unshared; expected DEs present
- Data filters exist with correct definitions for every brand segment
- Filter activities (name / definition / result DE match) in the correct State folder
- Automation: all filter activities in the correct automation, ran successfully
- Users shared to the BU (brand internal list + location users)
- Templates shared & child folders resynced
- Test send / preview renders correctly (desktop + mobile)
Gate — confirm before configuring
We are repurposing the closed BU TLG - AZ - Cave Creek (MID 534005727 — SAP/SSL already live, so no Salesforce ticket). Cave Creek was a live location, so its old data must be cleared first (teardown below). Re-verify Cave Creek is genuinely closed and unassigned right before you rename it.
- Confirmed: TLG - AZ - Cave Creek (534005727) is closed and OK to repurpose as North Liberty
🧸 Teardown — clear the old Cave Creek location
▼Cave Creek was a live BU, so its old subscriber data, filters, sender identity and shared folder must be cleared before it becomes North Liberty. Do this first.
- Clear old subscriber data: empty the Cave Creek location DEs so old contacts don't carry into North Liberty
- Remove old filters + filter activities keyed to old AccountId
0015f00000G11QzAAJfrom the TLG group automation - Old shared DE folder: rename/repoint the Cave Creek LocationData folder (or remove its DEs) so it no longer references the old location
- Old BusinessUnits_TLG row: update/remove the Cave Creek row in
ENT.BusinessUnits_TLG(re-added for North Liberty below)
⚡ Reconfigure Cave Creek → TLG - IA - North Liberty
▼- Setup > Business Units > open TLG - AZ - Cave Creek and rename →
TLG - IA - North Liberty - Reset Description →
0015f00002B1ewTAARnew North Liberty AccountId (strip old Cave Creek id) - Change Time Zone → Central Cave Creek was Mountain
- Set From Name / Display →
The Little Gym of North Libertystandard TLG pattern: The Little Gym of <city> (setup doc Step 14) - Rebuild subscriber filter: AccountId = 0015f00002B1ewTAAR, OptOut = False, Sendable = True; unsubscribe = this business unit only
- Update Sender Profile From Name → The Little Gym of North Liberty From Email stays [email protected]
- Set Delivery Profile → Header = None, Footer = None
- Update Reply Mail Management: display
The Little Gym· subdomaine.thelittlegym.com· reply[email protected]· routing[email protected]· location email[email protected]confirmed = Salesforce Team Email · check "Forward using triggered send" - Create/repoint the Shared DE folder → TLG - IA - North Liberty; set View-only for the BU, move the BU's DEs in
- Add the BU row to
ENT.BusinessUnits_TLGDE (new AccountId / AccountName / LocationName); confirmvariables_tlglookup resolves for 0015f00002B1ewTAAR - Verify SAP / SSL / sender auth carried on the repurposed BU already liveexisting BU — no Salesforce ticket needed
- Confirm internal users, shared Franchise Templates (5), and auto-suppression membership are on the BU
🔑 Build the TLG LocationData Filters + Activities
▼Full TLG segment set. Each is a filter and a matching filter activity against 0015f00002B1ewTAAR, added to the TLG group automation. TLG opt-in fields end in __The_Little_Gym__c. Easiest path: copy an existing TLG BU's filter set and swap the AccountId.
TLG_IA_NorthLiberty_ALLAccountId = 0015f00002B1ewTAAR..._FlexibleAccountId = 0015f00002B1ewTAAR..._HasKidsHasChildren = TRUE..._MembersHasMembership = TRUE..._NonMembersHasMembership = FALSE..._NewsWhat_s_New_Opt_In_The_Little_Gym__c = TRUE..._PromosDeals_Promos_Opt_In_The_Little_Gym__c = TRUE..._EventsSpecial_Events_Opt_In_The_Little_Gym__c = TRUE- Age bands (12):
_0to3mo _4to9mo _10to19mo _20to35mo _30to35mo _3yr _4yr _5yr _6yr _7yr _8yr _9to12yreach Child_<band> = TRUE - Birthday windows (3):
_BirthdayNext30 _BirthdayNext60 _BirthdayNext90 ..._SEEDAccountId + seed emails- Membership template segments:
_Members_AB,_NonMembers_AB,_FormerMembers_AB - Add all filter activities to the TLG group automation, Run Once, confirm each ran
✓ Settings Spot-Check & QA
▼- Account Settings: Hide All Apps ON · Product Alerts OFF · Social Studio FALSE · Header/Footer/TextHeader/TextFooter all NONE
- Content Builder: 18 features disabled in the 4-1-2-3-2-1-2 pattern
- Alert Manager: Donna Redmond ([email protected]) on ENS Callback Error + Email Job Error alerts
- AMPscript: confirm
variables_tlg/variables_tlg_zeeresolve North Liberty (edit blocks only at the Unleashed Services parent) - Assign BU to QA reviewer → request QA (Vesper design + supervisor sign-off, desktop & mobile)
📋 Paste-Ready Values
▼| BU Name (new) | TLG - IA - North Liberty |
| Description (new AccountId) | 0015f00002B1ewTAAR |
| From Name / Display | The Little Gym of North Liberty |
| From Email | [email protected] |
| Reply Address | [email protected] |
| Underscore key | TLG_IA_NorthLiberty |
| Repurpose source / Parent MID | TLG - AZ - Cave Creek · MID 534005727 · parent 534003900 |
| Old AccountId (strip) | 0015f00000G11QzAAJ |
Repurpose of a live BU (Cave Creek). Process: Box 05_Knowledge / NEW BU SETUP INSTRUCTIONS.docx + BusinessUnit_Setup_TLG.xlsx. Salesforce ticket skipped (existing SAP/SSL). Progress syncs across the team via the shared store; falls back to this browser if the store is unreachable.
✅ Post-Build QA Review
▼Reviewer sign-off against the UB BU QA Checklist — confirm each Component matches its Expected value. Shared & persistent (visible to the team). Work this once the build above is complete.
- BU basics: name, Description = 18-char AccountId, time zone, parent brand, unsub = this BU only
- Subscriber filter: AccountId + brand opt-out = No + Sendable = Yes
- Account settings: Hide All Apps ON, Product Alerts OFF, Social Studio FALSE; Header/Footer/Text all NONE; session timeout 2h
- Content Builder: all 18 features disabled (4-1-2-3-2-1-2)
- Alert Manager: Donna Redmond on ENS Callback + Email Job errors
- Sender profiles (default + location): From name/email correct & Verified; custom RMM name/address correct
- Delivery profile: Header/Footer = None
- Reply Mail Management: display / subdomain / reply address correct; DNS Redirect = Yes; filters Yes; routing correct
- Sender auth domain present & matches brand; Reply Address Verified
- Folders: only the correct folders shared to this BU; old brand folders unshared; expected DEs present
- Data filters exist with correct definitions for every brand segment
- Filter activities (name / definition / result DE match) in the correct State folder
- Automation: all filter activities in the correct automation, ran successfully
- Users shared to the BU (brand internal list + location users)
- Templates shared & child folders resynced
- Test send / preview renders correctly (desktop + mobile)
Gate — confirm before configuring
We are repurposing TLG - NY - Perinton-Pittsford (MID 534005779 — SAP/SSL already live, no Salesforce ticket). Perinton was provisioned but never launched (07_Not Ready), so there should be no live data to clear. Re-verify it's still unassigned right before you rename it.
- Confirmed: TLG - NY - Perinton-Pittsford (534005779) is unused and OK to repurpose as Abilene
🧸 Pre-check — confirm the Perinton shell is empty
▼Perinton-Pittsford never launched, so there should be nothing to tear down. Confirm before reconfiguring.
- Confirm no live data: Perinton BU has no active subscribers / send DEs to clear
- Remove any stale filters keyed to old AccountId
0015f00000G11SaAAJif present - Old BusinessUnits_TLG row: update/remove the Perinton row in
ENT.BusinessUnits_TLG(re-added for Abilene below)
⚡ Reconfigure Perinton-Pittsford → TLG - TX - Abilene
▼- Setup > Business Units > open TLG - NY - Perinton-Pittsford and rename →
TLG - TX - Abilene - Reset Description →
0015f00002Kq9nkAABnew Abilene AccountId (strip old Perinton id) - Change Time Zone → Central Perinton was Eastern
- Set From Name / Display →
The Little Gym of Abilenestandard TLG pattern: The Little Gym of <city> (setup doc Step 14) - Rebuild subscriber filter: AccountId = 0015f00002Kq9nkAAB, OptOut = False, Sendable = True; unsubscribe = this business unit only
- Update Sender Profile From Name → The Little Gym of Abilene From Email stays [email protected]
- Set Delivery Profile → Header = None, Footer = None
- Update Reply Mail Management: display
The Little Gym· subdomaine.thelittlegym.com· reply[email protected]· routing[email protected]· location email[email protected]standard TLG location email · check "Forward using triggered send" - Create/repoint the Shared DE folder → TLG - TX - Abilene; set View-only for the BU, move the BU's DEs in
- Add the BU row to
ENT.BusinessUnits_TLGDE (new AccountId / AccountName / LocationName); confirmvariables_tlglookup resolves for 0015f00002Kq9nkAAB - Verify SAP / SSL / sender auth carried on the repurposed BU already liveexisting BU — no Salesforce ticket needed
- Confirm internal users, shared Franchise Templates (5), and auto-suppression membership are on the BU
🔑 Build the TLG LocationData Filters + Activities
▼Full TLG segment set. Each is a filter and a matching filter activity against 0015f00002Kq9nkAAB, added to the TLG group automation. TLG opt-in fields end in __The_Little_Gym__c. Easiest path: copy an existing TLG BU's filter set and swap the AccountId.
TLG_TX_Abilene_ALLAccountId = 0015f00002Kq9nkAAB..._FlexibleAccountId = 0015f00002Kq9nkAAB..._HasKidsHasChildren = TRUE..._MembersHasMembership = TRUE..._NonMembersHasMembership = FALSE..._NewsWhat_s_New_Opt_In_The_Little_Gym__c = TRUE..._PromosDeals_Promos_Opt_In_The_Little_Gym__c = TRUE..._EventsSpecial_Events_Opt_In_The_Little_Gym__c = TRUE- Age bands (12):
_0to3mo _4to9mo _10to19mo _20to35mo _30to35mo _3yr _4yr _5yr _6yr _7yr _8yr _9to12yreach Child_<band> = TRUE - Birthday windows (3):
_BirthdayNext30 _BirthdayNext60 _BirthdayNext90 ..._SEEDAccountId + seed emails- Membership template segments:
_Members_AB,_NonMembers_AB,_FormerMembers_AB - Add all filter activities to the TLG group automation, Run Once, confirm each ran
✓ Settings Spot-Check & QA
▼- Account Settings: Hide All Apps ON · Product Alerts OFF · Social Studio FALSE · Header/Footer/TextHeader/TextFooter all NONE
- Content Builder: 18 features disabled in the 4-1-2-3-2-1-2 pattern
- Alert Manager: Donna Redmond ([email protected]) on ENS Callback Error + Email Job Error alerts
- AMPscript: confirm
variables_tlg/variables_tlg_zeeresolve Abilene (edit blocks only at the Unleashed Services parent) - Assign BU to QA reviewer → request QA (Vesper design + supervisor sign-off, desktop & mobile)
📋 Paste-Ready Values
▼| BU Name (new) | TLG - TX - Abilene |
| Description (new AccountId) | 0015f00002Kq9nkAAB |
| From Name / Display | The Little Gym of Abilene |
| From Email | [email protected] |
| Reply Address | [email protected] |
| Underscore key | TLG_TX_Abilene |
| Repurpose source / Parent MID | TLG - NY - Perinton-Pittsford · MID 534005779 · parent 534003900 |
| Old AccountId (strip) | 0015f00000G11SaAAJ |
Repurpose of a never-launched BU (Perinton-Pittsford). Process: Box 05_Knowledge / NEW BU SETUP INSTRUCTIONS.docx + BusinessUnit_Setup_TLG.xlsx. Salesforce ticket skipped (existing SAP/SSL). Progress syncs across the team via the shared store; falls back to this browser if the store is unreachable.
✅ Post-Build QA Review
▼Reviewer sign-off against the UB BU QA Checklist — confirm each Component matches its Expected value. Shared & persistent (visible to the team). Work this once the build above is complete.
- BU basics: name, Description = 18-char AccountId, time zone, parent brand, unsub = this BU only
- Subscriber filter: AccountId + brand opt-out = No + Sendable = Yes
- Account settings: Hide All Apps ON, Product Alerts OFF, Social Studio FALSE; Header/Footer/Text all NONE; session timeout 2h
- Content Builder: all 18 features disabled (4-1-2-3-2-1-2)
- Alert Manager: Donna Redmond on ENS Callback + Email Job errors
- Sender profiles (default + location): From name/email correct & Verified; custom RMM name/address correct
- Delivery profile: Header/Footer = None
- Reply Mail Management: display / subdomain / reply address correct; DNS Redirect = Yes; filters Yes; routing correct
- Sender auth domain present & matches brand; Reply Address Verified
- Folders: only the correct folders shared to this BU; old brand folders unshared; expected DEs present
- Data filters exist with correct definitions for every brand segment
- Filter activities (name / definition / result DE match) in the correct State folder
- Automation: all filter activities in the correct automation, ran successfully
- Users shared to the BU (brand internal list + location users)
- Templates shared & child folders resynced
- Test send / preview renders correctly (desktop + mobile)
Closed Locations
Closed & Repurposable BUs
Locations that have closed across all brands, with the fate of each BU (repurposable, already repurposed, or held). Kept separate from active builds. The daily sync adds new closures here.