Automation Rule: User Password Reset Has Been Requested

Automation Rule: User Password Reset Has Been Requested

Introduction

This rule automatically sends an email containing a secure password reset link when a member requests to reset their password for the client portal or mobile app. It's a critical security feature that allows members to safely and independently regain access to their accounts at any time.

• Automate Password Resets: Instantly send a secure, one-time password reset link to members who have forgotten their password, 24/7.
• Enhance Account Security: Provide a safe and industry-standard way for members to reset their credentials without needing staff intervention.
• Improve Member Self-Service: Empower your members to manage their own account access, significantly reducing calls and queries to your front desk team.
• Ensure a Professional Process: Automate this essential function to provide a seamless, professional, and trustworthy experience for your members online.

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, "Client Portal Password Reset".
   • Select 'Notification' as the Action.
   • Select the automation rule: Choose User password reset has been requested from the list.
   • A new configuration window will open. This rule triggers for every password reset request; there are no specific conditions to add.

Action

Configure who receives the notification and how they receive it.

• Choose the notification type:
  • Email: This is the required method for this rule, as it sends a clickable link that is necessary for the password reset process.
• Select Notification Recipients: This notification is designed to be sent directly to the User (the member who requested the password reset).
• (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 request before sending.
  • Send notification not more often than (in days): Prevent sending multiple messages if a user makes repeated requests.

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 and direct subject line (e.g., "Reset Your Password for [CLUB_NAME]").
• Template: Design your email using HTML. It is crucial to include the [RESET_PASSWORD_LINK] token as a prominent, clickable button or link.

Available Tokens

You can use tokens to personalize the message and provide the unique reset link.

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 where the reset link will be sent.
• [USER_HOME_CLUB_NAME]: The name of the member's primary gym location.

Password Reset Tokens:

• [RESET_PASSWORD_TOKEN]: A unique security code embedded within the reset link.
• [RESET_PASSWORD_LINK]: The unique, clickable link the member must press to go to the password reset page. This is the most important token for this rule.

Example Output

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

Subject: Reset Your Password for [CLUB_NAME]

Hi [USER_FIRST_NAME],

We received a request to reset the password for your account associated with the email [USER_EMAIL].

To create a new password, please click the button below. This link is valid for a limited time for your security.

[RESET_PASSWORD_LINK]

If you did not request a password reset, please ignore this email. No changes will be made to your account.

Thank you,
The Team at [USER_HOME_CLUB_NAME]