Introduction
This will give you the details on how the automation rule (event) 'Last club visit' works.
Before you begin
This automation rule is designed to send notifications out when a club member last visited.
When does the rule trigger
This automation centre rule will trigger at the time of a club member's last visit to the club. Using the setting 'Send notification before / after an event' will allow the rule to trigger x days after the last club visit. This will allow you to send a notification if the club member has not visited for a set period of time.
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 Last club visit.
When this is complete, additional options will appear to customise the rule to suit your needs.
Conditions
Displays what conditions need to be met before the rule can run. Leaving this area blank (i.e. no conditions) means the event will run each time the event happens. Whereas, adding a condition means the event will only run when both the event and that condition are met.
- Match all - This requires all conditions selected to match.
- Match any - This requires at least one condition to match.
Do not use this with "Does not equal" filters
| Token | Value | Example | Notes |
|---|---|---|---|
| [ENTRY_DATE] | Date | 31/12/2022 | This condition will trigger the rule based on the entry date, it will only trigger where the entry date equals the token selected. |
| [PAYMENT_PLAN_CATEGORY] | Drop down list | This condition will trigger the rule based on the payment plan category the contract is in. This is set up in PGM->Sale->Payment Plans. More information can be found here. |
|
| [PAYMENT_PLAN_NAME] | Drop down list | This condition will trigger the rule based on the name of the payment plan. | |
| [PAYMENT_PLAN_TYPE_NAME] | Drop down list | This condition will trigger the rule based on the payment plan type set on the payment plan. This can be found in PGM->Sale->Payment Plans. | |
| [USER_AGE] | Numeric | ||
| [USER_EMAIL] | String | ||
| [USER_FIRST_NAME] | String | ||
| [USER_HOME_CLUB_NAME] | Drop down list | This condition will trigger the rule based on the selection of the club where the club member is located in. This is set in the club member profile. | |
| [USER_LAST_NAME] | String | ||
| [USER_NAME] | String | ||
| [USER_NUMBER] | String | ||
| [USER_PHONE_NUMBER] | String | ||
| [VISITED_CLUB_NAME] | Drop down list | This condition will trigger the rule based on the selection of the club the club member last visited. |
Action Details
Describes how the notification will be sent.
- E-Mail is through the email channel, you can add header and footer details to make this personalised.
- SMS is through mobile phone text messaging, please note this is an extra charge per SMS. More information can be found here.
- Push Notification is to send notifications through to the PerfectGym Go 2 App. Please contact PerfectGym if you want to enable the app; this is an additional cost.
- Post is by normal post. It will create a separate template and leave in notifications. This option is removed in version R88.
If you are planning to send out both an SMS and an E-Mail, create two separate Automation Rules
From Email – Specify which email the notification is coming from. New email addresses can be set up in PGM->Automation ->From email configuration.
From Name – Specify the name of the sender when channel 'E-mail' is selected.
Notification Recipients –This will send the notification to the specified recipient. This list will change depending on the channel selected.
- Users - This will send the notification to the club member who meets the last visit rule.
- Parents - This will send the notification to the parent of the club member who meets the last visit rule. Only available for channel 'E-mail'.
- Reception - This will send the notification to the email address set in PGM->Clubs->List of Clubs. Only available for channel 'E-mail'.
If the member does not have a value in Email or SMS where the notification is being sent to, the notification will not generate.
User Agreement - This field will appear if the Notification Recipient is 'Users or Parents'. This will send the notification to the club member where they have agreed to the user agreement selected.
- If this is left blank, it will send the notification regardless of what user agreements are ticked.
- If this has an agreement set, this notification will only send if the club member has ticked this specific agreement box during registration or when editing their profile. This will also add information on how to unsubscribe to the email where the tag [TEMPLATE_UNSUBSCRIBE_LINK] is used.
Not recommended for use in SMS
Static Attachments – This will allow you to attach a file to this automation rule and send it with the notification. These files cannot be modified or dynamic. Only available for channel: Email.
Send notification before / after an event - This will determine when the automation centre rule will trigger. For example, you can set the rule to trigger when the last visit to the club was 10 days ago by entering the details as per the below image.
Send notifications From/To (HH:MM) - This will allow you to set the timeframes the notifications will be sent. If a notification is to be sent outside of these hours, it will be held until the next time the rule can be sent. If left blank this will automatically send when the rule is triggered.
Send notification not more often than (in days) - This will prevent the notification from being sent multiple times in the number of days specified.
Notification content
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 personalised (like club member name) use the tags below the footer.
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 teh 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 and spaces count as characters).
Editing content
If you need to edit existing content, edit the Automation rule by clicking on the pencil icon Edit to the right of the rule, scroll down to Notification Content and press the edit button as highlighted below.
Hints
When using the last club visit, this rule does not currently take into account freeze periods.