๐Ÿพ Taglinks Process Guide (2 of 2)

Sheet structure & column guide ยท Trigger timing ยท Menu reference. Click any node for detail.

ONE GOOGLE SPREADSHEET โ€” BOTH SCRIPTS LIVE HERE Renewals tab A First Name B Cell Phone C Tag ID D Renewal Date E Amount Due F Reminder Sent G Reminder Date H Status I Paid Date J Referred By โ† ambassador link Backlog tab A Cell Phone (paste here) B First Name C Last Name D Tag ID E Pet Name F Renewal Date G Amount Due H Fetched Date I Status (Ready/Sent/Followed Up/Dereg) J Sent Date K Follow-up Date J drives follow-up ยท K drives deregister Submissions tab A Timestamp (auto) B First Name C Last Name D WhatsApp E Email F Suburb G Pet Name H Pet Type I Delivery Method J Ambassador โ† pre-filled URL param K PUDO Status L PUDO Paid Date M Notes Add K, L, M headers manually after form linked Ambassadors tab A Name B WhatsApp C Email D Personalised URL E Form URL F Date Joined G Reward Option โ† A or B (critical) H Total Referrals (auto) I Free Years Earned (auto โ€” Option A) J Commission Owing (auto โ€” Option B) K Commission Paid (manual) L Status Name in A must match Renewals J exactly Two Apps Script files Renewals.gs โ€” renewal + backlog + relaunch Ambassador.gs โ€” form, PUDO, commission Google Form (external) Linked to Submissions tab ยท pre-filled ?entry=Name โš  Critical naming rule Ambassador name must be identical in: Ambassadors A ยท Renewals J ยท Form URL param Both scripts share the same spreadsheet. Extensions โ†’ Apps Script โ†’ two files. Run installFormTrigger() once ยท Run installTriggers() once ยท Done. Click any tab for column detail
AUTOMATED TRIGGERS โ€” RUN WITHOUT YOU Every Monday 07:00 Weekly renewal check Sends reminder email Daily 08:00 Overdue check 14+ days since reminder 5th of month 09:00 Monthly summary Revenue + status report On form submit (instant) Notifies Paul ยท notifies ambassador ยท updates Ambassadors sheet ยท fires tier check MANUAL MENU ACTIONS โ€” YOU RUN THESE ๐Ÿพ Renewals menu โœ… Mark as Paid ๐Ÿ” Run renewal check โฐ Run overdue check ๐Ÿ“ฅ Backlog: Fetch ๐Ÿ“จ Backlog: Send reminders โžก๏ธ Backlog: Move to Renewals ๐Ÿพ Relaunch menu ๐Ÿš€ Send Welcome-Back ๐Ÿ” Send Follow-ups (7+ days) ๐Ÿšซ Flag Deregistrations ๐Ÿ“Š Monthly summary ๐Ÿ”„ Import from Taglinks ๐Ÿพ Ambassador menu ๐Ÿ”„ Refresh totals ๐Ÿ“Š Monthly report ๐Ÿ’ณ Mark PUDO Paid ๐Ÿ“จ Send PUDO payment link โœ… Flag PUDO requests ๐Ÿ’ฐ Process quarterly commission ONE-TIME SETUP โ€” RUN ONCE ONLY installTriggers() Sets Monday, daily, monthly auto-triggers installFormTrigger() Links form submit to ambassador script SEPTEMBER โ€” CONVERSION MOMENT Free period ends ยท R72 renewal opens Weekly reminder fires for all subscribers due ยท Option B ambassadors earn R30 per new subscriber Renewals marked Paid in sheet โ†’ R18 auto-credited to referring Option B ambassador Q4 payment run (15 October): Menu โ†’ Process Quarterly Commission โ†’ statements sent to all Option B ambassadors Option A ambassadors: free years auto-counted ยท milestone emails fire automatically at every 3rd referral Click any item for detail