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.
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.
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, NYverify against Salesforce Full_Name__c - 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 saved locally in this browser.
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 Beachverify against Salesforce Full_Name__c - 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 saved locally in this browser.