Automation Rule: Club Entry Access Code Requested
Introduction
This rule instantly sends a secure, one-time access code to a member when they request entry through a feature like the mobile app's QR code scanner. It ensures members can access the club conveniently while maintaining high security with temporary, expiring codes.
- Provide Instant Access: Automatically send an email, SMS, or push notification with a unique access code the moment a member requests it.
- Enhance Club Security: Codes are temporary and expire after a set time, preventing unauthorized use.
- Improve Member Convenience: Offer a seamless and modern entry experience for your members, especially for those using the mobile app.
- Communicate Clearly: Personalize each message with the member's name and the specific access code details.
Before You Start
- Navigate to PGM -> Automation -> Automation Rules.
- Press 'Add automation rule' to create a new rule.
- In the pop-up window, follow these steps:
- Create a unique name: For example, "Send One-Time Entry Code".
- Select 'Notification' as the Action.
- Select the automation rule: Choose Club entry access code requested from the list.
- A new configuration window will open.
- (Optional) Add Conditions: You can restrict when this notification sends. For example, you could set a condition to only run for a specific
[ACCESS_CODE_TYPE].
Action
Configure who receives the notification and how they receive it.
- Choose the notification type:
- Email: Send a formatted email with the access code.
- SMS: Send a quick text message with the code (standard SMS costs apply).
- Push Notification: Send a notification with the code to members using the PerfectGym Go App.
- Select Notification Recipients: This notification will be sent directly to the User (the club member who requested the code).
- (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., "Your Access Code for [CLUB_NAME]").
- Template: You can design your email using HTML.
For SMS and Push Notifications:
- Language: Select the language for the notification.
- Message: Write a concise message containing the access code.
Available Tokens
You can use tokens to automatically insert specific member and code 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).
Access Code Tokens:
[ACCESS_CODE]: The unique, temporary code generated for the member.[ACCESS_CODE_EXPIRATION_DATE]: The exact date and time the access code will expire.
Expiration Rule: Codes are valid for 15 minutes.[ACCESS_CODE_TYPE]: The method used to request the code (e.g., "QR_CODE").
Example Output
Here is an example of an SMS message you could create using this automation rule.
Message:
Hi [USER_FIRST_NAME], here is your one-time access code for [CLUB_NAME]:
[ACCESS_CODE]
Please use this code to enter the club. For your security, it will expire at [ACCESS_CODE_EXPIRATION_DATE]. Do not share this code with anyone.