Automation Rule: User Contract Has Been Paid

Automation Rule: User Contract Has Been Paid

Introduction

This rule automatically sends a notification every time a member makes a successful payment for their contract. It’s an essential tool for providing professional, instant payment confirmations and receipts, which helps build trust and reduces administrative work.

• Confirm Payments Instantly: Automatically send a "thank you for your payment" email the moment a member's payment is successfully processed.
• Provide Official Receipts: Effortlessly attach the official invoice for the payment directly to the notification email for the member's records.
• Deliver Important Documents: You can also choose to re-send the member's contract agreement along with their payment confirmation.
• Target Specific Payments: Send a special welcome message only for the first payment of a new contract, or tailor messages based on member tags.

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, "Monthly Payment Receipt".
   • Select 'Notification' as the Action.
   • Select the automation rule: Choose User contract has been paid from the list.
   • A new configuration window will open.
   • (Optional) Add Conditions: Restrict when this notification sends. For example, set a condition to run only when [IS_FIRST_CONTRACT_PAYMENT] is "Yes" to send a special welcome message.

Action

Configure who receives the notification and how they receive it.

• Choose the notification type:
  • Email: Send a detailed payment confirmation with an invoice attached.
  • SMS: Send a concise payment confirmation text (standard SMS costs apply).
  • Push Notification: Send a payment alert to members using the PerfectGym Go App.
• Select Notification Recipients: This notification is designed to be sent to the User (the member who made the payment).
• (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 payment before sending the message.
  • Send notification not more often than (in days): Prevent sending multiple messages.

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., "Your Payment to [CLUB_NAME] Was Successful").
• Template: You can design your email using HTML.

For SMS and Push Notifications:

• Language: Select the language for the notification.
• Message: Write a concise payment confirmation message.

Available Tokens

You can use tokens to automatically insert specific member, contract, and payment 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_HOME_CLUB_NAME]: The name of the member's primary gym location.

Contract Tokens:

• [CONTRACT_START_DATE]: The date the member's contract begins.
• [CONTRACT_END_DATE]: The date the member's contract expires.
• [PAYMENT_PLAN_NAME]: The name of the member's payment plan.

Payment-Specific Tokens:

• [NEXT_PAYMENT_DATE]: The date of the next scheduled payment.
• [RECEIPT]: A summary of the payment transaction, including the price and items purchased.
• [USER_TAGS]: A list of any tags assigned to the member's profile (e.g., "VIP", "Student", "Corporate").
• [IS_FIRST_CONTRACT_PAYMENT]: A simple "Yes" or "No" indicating if this was the very first payment made for this specific contract.

Example Output

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

Subject: Your Payment to [CLUB_NAME] has been received

Hi [USER_FIRST_NAME],

This is a confirmation that your payment for your [PAYMENT_PLAN_NAME] membership was successful. Thank you!

Here are the details for your records:
[RECEIPT]

Your next payment is scheduled for [NEXT_PAYMENT_DATE].

For your convenience, your official invoice for this transaction is attached to this email.

If you have any questions about your account, please feel free to contact us at [CLUB_PHONE].

Best regards,
The Team at [CLUB_NAME]