Operations

Operations is where you run the business side of your tribe. Every fan you have ever heard from (a buyer, a member, a course student, a form respondent, a social commenter) shows up here as a contact. From there you can slice them into segments, track the deals you are working, react to what they do with automations, send contracts for signature, moderate the reviews they leave, hand out coupons, build forms, and win back the baskets they walked away from.

Most of these tools used to live in scattered places. They are together now so you can move from "who is this person?" to "what should I do about it?" without leaving the section.

What's in here

Billing lives in Finance

Invoicing and donations moved into the Finance area, next to the rest of your money:

• Invoices - bill clients with itemised invoices, save client details and set defaults.
• Donations - a reusable donate button for your site, with a running total.

How Operations fits with the rest of TribeNest

• Store, Events, Courses, Coaching and Memberships all feed Contacts. When somebody buys, signs up, books or enrols, they land here automatically.
• Emails are the most common thing an automation does, and segments power your broadcast targeting.
• Smart links and social posts can drop fans into segments through tags and lead magnets.
• Finance is where a signed contract or a won deal turns into an invoice and, eventually, money.
• Mira reads from Operations to spot patterns and propose segments, automations and follow-ups.

A typical workflow

You do not need to use every tool, but they get more powerful together. A common shape:

1. Fans interact with your tribe. They become contacts automatically.
2. You group them by behaviour with segments: "VIPs", "Lapsed members", "Course completers".
3. Automations react to what those people do: tag, email, wait, branch, follow up.
4. Forms collect the structured answers that feed back into contacts and segments, and every form can trigger an automation.
5. Bigger opportunities become deals on the pipeline, where you send a proposal or contract from documents, get it signed, and convert it into an invoice.
6. Coupons close the ones that need a nudge, and abandoned checkouts shows you what you are still losing.
7. Reviews turn the people who bought into the reason the next person does.

A note on Mira

Almost everything in Operations can also be proposed by Mira, your TribeNest copilot. She watches your tribe and drafts segments, automations, follow-up campaigns and recovery actions for you to apply or dismiss. Nothing she suggests goes live without your click.