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Automation Rule: User Has Visited The Club

Automation Rule: User Has Visited The Club

Introduction

This rule automatically triggers a notification or action each time a member checks into your club. It’s an excellent tool for engaging with members at a key moment, making them feel welcomed and valued from the second they arrive.

  • Engage Members Instantly: Send a "welcome back" message or a special offer the moment a member scans in.
  • Celebrate Milestones: Automatically congratulate members on their 10th, 50th, or 100th visit to foster loyalty.
  • Provide Timely Information: Notify members about club updates or daily specials right as they walk through the door.
  • Keep Your Team Informed: Alert reception or managers when specific members arrive at the club.

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, "Member Visit Milestone Alert".
    • Select 'Notification' as the Action.
    • Select the automation rule: Choose User has visited the club from the list.
    • A new configuration window will open.
    • (Optional) Add Conditions: Restrict when this notification sends. For example, you can set a condition to only run when [TOTAL_CLUB_VISITS_COUNT] is exactly 10, to celebrate their tenth visit.

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: Choose who should receive this notification. For this rule, you can send it to:
    • The User (the member who just checked in).
    • Reception
    • Managers
  • (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 after check-in before sending the message.
    • Send notification not more often than (in days): Prevent sending multiple messages if a member checks in more than once a day.

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., "Welcome back to the club!").
  • 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, contract, and visit 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.

Contract Tokens:

  • [PAYMENT_PLAN_NAME]: The name of the member's payment plan.

Visit-Specific Tokens:

  • [VISITED_CLUB_NAME]: The name of the specific club location the member entered.
  • [ENTRY_DATE]: The date of the member's visit.
  • [TOTAL_CLUB_VISITS_COUNT]: The total number of times the member has visited any club location.
  • [DAYS_AFTER_CONTRACT_START_COUNT]: The number of days that have passed since the member's contract started.

Example Output

Here is an example of a push notification you could create to celebrate a member's visit milestone.

Subject: You're on a roll, [USER_FIRST_NAME]!

Message:

Welcome back to [VISITED_CLUB_NAME]!

We're so excited to see you for your [TOTAL_CLUB_VISITS_COUNT]thvisit today. Your dedication is inspiring!

Keep up the fantastic work, and enjoy your workout.

- The Team at [CLUB_NAME]

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