Introduction
This instruction manual shows you how to create automated E-mail and SMS notifications for failed payments as well as describes when they trigger.
Before you start
The following automation rules are mentioned in this article.
- Assessment has been scheduled - This will send out a notification when an employee creates an assessment for the club member in a course.
- Assessment due - This will send out a notification as a reminder when the club member has an upcoming assessment.
- Assessment has been completed - This will send out a notification after the club member has completed an assessment, this will trigger when the assessment is marked 'Completed'.
- Assessment has been cancelled - This will send out a notification when an assessment has been cancelled.
The rules are sent out to either the club member or parent of club member.
Instruction
To design the template, you will need to go to PGM->Automation ->Automation Rules.
Press Add automation rule to add a new notification.
In Name create a unique name for the automation rule which will briefly describe what the rule is about.
In Action this must be set as Notification (to describe what you want to do, send a notification).
In Event this must be set as Assessment has been scheduled, Assessment due, Assessment has been completed or Assessment has been cancelled.
When this is complete, the second part of the rule reveals itself with more options.
Conditions display what conditions need to be met before the rule can run. Leaving this blank will run every time the event happens, will having a condition in there will only run when both the event and that condition is met.
- Match All - This requires all conditions selected to be matching. Note if you are using the same token, this will match anyone.
- Match Any - This requires at least one condition to be matching. Do not use this with "Does not equal" filters
| Token | Value | Example | Notes |
|---|---|---|---|
| [ACTIVITY_CATEGORY_NAME] | Only send out notifications to users in a group within the activity category | Gymnastics category | |
| [TIMETABLE_CATEGORY_NAME] | Only send out notifications to users in a group within the timetable category | Learn to Swim |
Action Details describe how the notification is to be sent.
- E-Mail is through the email channel, you can add in header and footer details to make this personalized.
- SMS is through mobile phone text messaging, please note this is an extra charge per SMS. If you exceed 154 characters the SMS will be split and probably cause multiple SMS charges per 154 characters sent. Use this feature where you are going to make money.
- Push Notification is to send notifications through to the PerfectGym Go 2 App, please contact PerfectGym if you want the app enabled, this may be an additional cost.
- Post is by normal post. It will create a separate template and leave in notifications.
If you are planning to send out both an SMS and an E-Mail, create these as two separate Automation Rules. Selected options may not
From Email / From Name – Specify which email the notification is coming from. New email address can be set up in PGM->Automation ->From email configuration.
Notification Recipient – Will specify if the email is being sent to the User. The user in this case is the owner of the payment source.
Static Attachments – Add an attachment to the automation centre
Send notification before / after an event - This will allow you to generate a send a notification before or after an event has occurred.
Note: This will only appear for Assessment due automation rule.
Do not send notifications before/after (HH:MM) - will allow you what timeframes the notifications will be sent in. If you send it outside of these hours, it will be held until the next time it can be sent.
Delay notification - will delay the sending of the notification, this will generate the email first and hold it for that period of time. The time unit determines if the unit is measured in minutes, hours or days. Not recommended for use with failed payments.
The notification is generated and delayed in a queue, therefore if there is a change during the delay period (even if that makes this notification obsolete), this will not be taken into account, and the original notification generated at the time the event was first triggered will still be sent to the club member.
Send notification not more often then (in days) - will prevent the notification from being sent multiple times in the number of days specified
Press Add content template to create the message you want to send to the club member.
Content template (For Email)
Choose the Language
Create a Subject header
Template (Email only) will allow you to create headers and footers for the email to send.
Content - Allows you to create the template content for your notification. If you want to grab information from the system to make it more personalized (like club member name) use the tabs below the footer.
Tags
[[ACTIVITY_SKILLS_PROGRESSION]]
This will produce a table on the email notification, which will display their activity levels and skills on the table.
Using the text editor, you can also create some additional looks to your text using bold, italic, underline, colours and other functions of the text editor tool.
Press Submit to continue.
Content Template (For SMS / Push Notification)
Similar to the email template above, however, you do not need to worry about the template. Just remember with SMS that there is a cost per SMS charge (each SMS consists of 154 characters, so exceeding this will split the message into multiple SMS. Spaces do count as characters)
Editing content
If you need to edit existing content, open up the Automation rule, scroll down to Notification Content and press the edit button as highlighted below.