Automation Rule: User Account Has Been Updated

Automation Rule: User Account Has Been Updated

Introduction

This rule automatically sends a notification whenever a member's account information is updated in the system. It’s a straightforward way to confirm changes with the member, such as an updated email address or new contract details, ensuring their records remain accurate and secure.

• Confirm Profile Changes: Automatically send a notification to a member confirming that their profile details have been successfully updated.
• Improve Data Accuracy: By confirming changes as they happen, you help ensure the member's contact and contract information is always correct.
• Enhance Account Security: Alert members to modifications made to their account, providing an important layer of security and transparency.
• Keep Members Informed: Provide professional and timely communication whenever important details on a member's account are modified, reducing confusion.

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, "Confirm Member Profile Update".
   • Select 'Notification' as the Action.
   • Select the automation rule: Choose User account has been updated 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 accounts with a specific [CONTRACT_START_DATE].

Action

Configure who receives the notification and how they receive it.

• Choose the notification type:
  • Email: Send a detailed confirmation of the changes.
  • SMS: Send a concise text message alert (standard SMS costs apply).
  • Push Notification: Send a notification to members using the PerfectGym Go App.
• Select Notification Recipients: This notification is designed to be sent directly to the User (the member whose account was updated).
• (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 the update before sending.
  • Send notification not more often than (in days): Prevent sending multiple messages for frequent small updates.

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 a clear subject line (e.g., "Your [CLUB_NAME] Account Details Have Been Updated").
• Template: You can design your email using HTML.

For SMS and Push Notifications:

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

Available Tokens

You can use tokens to personalize the message with the member's updated details.

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_PLAN_PRICE]: The price of the member's payment plan.

Account Update-Specific Token:

• [LOGIN]: The member's username for the client portal or mobile app (this is usually their email address).

Example Output

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

Subject: Your [USER_HOME_CLUB_NAME] Account Details Have Been Updated

Hi [USER_FIRST_NAME],

This is an automatic notification to confirm that information on your account with [USER_HOME_CLUB_NAME] has recently been updated.

Your login email address is currently set to: [USER_EMAIL].

If you made this change, you can disregard this message.

If you did not request this change, please contact our front desk immediately at [CLUB_PHONE] so we can assist you with securing your account.

Thank you,
The Team at [USER_HOME_CLUB_NAME]