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Automation Rule: Club Visits Statistics Has Been Generated

Automation Rule: Club Visits Statistics Has Been Generated

Introduction

This rule automatically sends members a personalized summary of their club visits on a recurring weekly or monthly basis. It's a powerful tool for motivating members by showing them their consistent effort and progress over time.

  • Keep Members Motivated: Automatically send weekly or monthly visit summaries to show members their progress and encourage consistency.
  • Boost Engagement: Re-engage members by highlighting their activity and showing them how often they've attended the club.
  • Personalize Communication: Each summary is tailored to the individual member, showing their specific visit counts for the period.
  • Automate Member Outreach: Set it up once to provide continuous, automated member engagement without any manual effort.

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 Member Visit Summary".
    • Select 'Notification' as the Action.
    • Select the automation rule: Choose Club visits statistics has been generated from the list.
    • A new configuration window will open.
    • (Optional) Add Conditions: Restrict when this notification sends. For example, you could set a condition to only send the summary if a member's [CLUB_VISITS_COUNT_IN_PERIOD] is greater than 0.

Action

Configure who receives the notification and how they receive it.

  • Choose the notification type:
    • Email: Send a formatted email with the visit summary.
    • SMS: Send a concise text message with the statistics (standard SMS costs apply).
    • Push Notification: Send a summary notification to members using the PerfectGym Go App.
  • Select Notification Recipients: This notification is designed to be sent to the User (the club member the statistics belong to).
  • Event Frequency: Select Monthly or Weekly.
  • (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): This is typically managed by the weekly/monthly nature of the rule itself.

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 Weekly Progress Report!").
  • Template: You can design your email using HTML to present the stats clearly.

For SMS and Push Notifications:

  • Language: Select the language for the notification.
  • Message: Write a concise message summarizing the member's visits.

Available Tokens

You can use tokens to automatically insert specific member and statistical 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").

Statistics Tokens:

  • [STATISTICS_FREQUENCY]: The time frame for the report (either "Weekly" or "Monthly").
  • [STATISTICS_START_DATE]: The start date of the reporting period.
  • [STATISTICS_END_DATE]: The end date of the reporting period.
  • [CLUB_VISITS_COUNT_IN_PERIOD]: The number of times the member visited the club during the reporting period.
  • [TOTAL_CLUB_VISITS_COUNT]: The total number of times the member has ever visited the club.

Example Output

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

Subject: Your [STATISTICS_FREQUENCY] Summary from [CLUB_NAME]!

Hi [USER_FIRST_NAME],

Here’s a look at your progress for the past week!

Report for: [STATISTICS_START_DATE] - [STATISTICS_END_DATE]
Visits This Week: [CLUB_VISITS_COUNT_IN_PERIOD]

Your total visit count is now up to [TOTAL_CLUB_VISITS_COUNT] visits. That's incredible consistency!

Every visit is a step towards your goals, and we're here to support you on your fitness journey. Keep up the fantastic effort!

We look forward to seeing you again soon.

Best regards,
The Team at [CLUB_NAME]

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