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Automation Rule: User Level Has Been Changed

Updated

Automation Rule: User Level Has Been Changed

Introduction

This rule automatically sends a notification whenever a member's activity or skill level is updated in the system. It’s perfect for congratulating members on their progress, informing them of new benefits, or simply keeping them updated on their status.

  • Celebrate Member Achievements: Automatically send a message when a member levels up in a skill category, like moving from a beginner to an intermediate swimming level.
  • Keep Members Informed: Instantly notify users about changes to their status, ensuring they are always aware of their current level.
  • Personalize Your Communications: Use specific details, like the member's previous and new level, to create a relevant and engaging message.
  • Target Specific Changes: You can set the rule to only trigger for specific level changes, giving you complete control over your communications.

Before You Start

  1. Navigate to PGM -> Automation -> Automation Rules.
  2. Press 'Add automation rule' to create a new rule.
  3. In the pop-up window, follow these steps:
    • Create a unique name: For example, "Congratulations on Level Up".
    • Select 'Notification' as the Action.
    • Select the automation rule: Choose User level has been changed from the list.
    • A new configuration window will open.
    • (Optional) Add Conditions: Restrict when this notification sends. For example, you can set a condition so this rule only runs when a member's [NEXT_LEVEL_NAME] is "Advanced".

Action

Configure who receives the notification and how they receive it.

  • Choose the notification type:
    • Email: Send a formatted email.
    • SMS: Send a text message (standard SMS costs apply).
    • Push Notification: Send a notification to members using the PerfectGym Go App.
  • Select Notification Recipients: In most cases, you will send this notification to the User (the club member whose level has changed).
  • (Optional) Set a schedule:
    • Send notifications from (HH:MM) / to (HH:MM): Restrict sending to certain times of the day.
    • Delay Notification: Wait a specific amount of time before sending the message.
    • Send notification not more often than (in days): Prevent sending multiple messages to the same person within a set number of days.

Notification Content

This is where you create the actual message that will be sent.

For Email:

  • Language: Select the language for the notification.
  • Subject: Write the subject line for the email (e.g., "You've Leveled Up!").
  • Template: You can design your email using HTML for a professional look.

For SMS and Push Notifications:

  • Language: Select the language for the notification.
  • Message: Write a concise message for the text or push notification.

Available Tokens

You can use tokens to automatically insert specific member details into your messages.

User Tokens:

  • [USER_FIRST_NAME]: The member's first name (e.g., "John").
  • [USER_LAST_NAME]: The member's last name (e.g., "Smith").
  • [USER_NAME]: The member's full name (e.g., "John Smith").
  • [USER_EMAIL]: The member's email address.
  • [USER_PHONE_NUMBER]: The member's mobile or primary phone number.
  • [USER_NUMBER]: The member's unique ID number.
  • [USER_NUMBER_QRCODE]: A scannable QR code image of the member's ID number.
  • [USER_HOME_CLUB_NAME]: The name of the member's primary gym location.
  • [USER_AGE]: The member's current age in years.
  • [USER_PARENT_FIRST_NAME]: The first name of the member's parent. (Only available if sending to parents).
  • [USER_PARENT_LAST_NAME]: The last name of the member's parent. (Only available if sending to parents).

Level Change Tokens:

  • [CATEGORY_NAME]: The name of the skill category where the level changed (e.g., "Swimming Skills", "Tennis Ladder").
  • [PREVIOUS_LEVEL_NAME]: The member's old level before the change (e.g., "Beginner").
  • [NEXT_LEVEL_NAME]: The member's new, current level (e.g., "Intermediate").

Example Output

Here is an example of a congratulatory email you could create using this automation rule.

Subject: Congratulations, [USER_FIRST_NAME]! You've reached a new level!

Hi [USER_FIRST_NAME],

Great news! Your hard work has paid off.

You have officially advanced from [PREVIOUS_LEVEL_NAME] to [NEXT_LEVEL_NAME] in our [CATEGORY_NAME] program.

This is a fantastic achievement, and the whole team at [CLUB_NAME] is proud of your progress. Keep up the amazing effort!

If you have any questions about your new level or what to do next, please don't hesitate to speak with one of our instructors.

See you soon,
The Team at [CLUB_NAME]

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