Automation Rule: User Has Become Member

Automation Rule: User Has Become Member

Introduction

This rule automatically sends a notification a set number of days after a guest officially becomes a paying member. It's the perfect tool for creating a follow-up welcome message, checking in on a new member's progress, or sending them helpful tips to get started on their fitness journey.

• Engage New Members Effectively: Automatically send a follow-up message a few days after they join to check in, offer support, and make them feel valued.
• Improve Your Onboarding Process: Guide new members by sending helpful tips, class suggestions, or introductory personal training offers a week after they join.
• Gather Early Feedback: Use this opportunity to ask new members about their first week's experience, allowing you to address any issues and improve your processes.
• Automate Your Welcome Sequence: Create a professional, multi-step welcome experience that runs automatically for every new member, ensuring no one is forgotten.

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, "New Member 7-Day Check-in".
   • Select 'Notification' as the Action.
   • Select the automation rule: Choose User has become member from the list.
   • A new configuration window will open.
   • Set the Trigger Time: This is the most important step for this rule. It is designed to run after a person becomes a member.
     • Enter the number of Days after the sign-up date you want the notification to be sent (e.g., enter "7" to send a check-in message one week after they join).
   • (Optional) Add Conditions: You can filter which new members receive this message based on their contract details, such as their [CONTRACT_START_DATE].

Action

Configure who receives the notification and how they receive it.

• Choose the notification type:
  • Email: Send a detailed check-in email with helpful links or information.
  • SMS: Send a concise and friendly text message (standard SMS costs apply).
  • Push Notification: Send a check-in notification to members using the PerfectGym Go App.
• Select Notification Recipients: Choose who should receive this notification. For this rule, you can send it to:
  • The User (the new member).
  • Reception
  • Managers
• (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 (this is already handled by the main Trigger Time setting).
  • 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 an engaging subject line (e.g., "How Was Your First Week, [USER_FIRST_NAME]?").
• Template: You can design your email using HTML.

For SMS and Push Notifications:

• Language: Select the language for the notification.
• Message: Write a friendly and supportive check-in message.

Available Tokens

You can use tokens to personalize your message with the new member's account and contract 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 began.
• [CONTRACT_END_DATE]: The date the member's contract expires.
• [PAYMENT_PLAN_NAME]: The name of the member's payment plan.

New Member Tokens:

• [LOGIN]: The member's username for the client portal or mobile app (this is usually their email address).
• [RECEIPT]: A summary of the initial sign-up transaction, including price and items purchased.
• [HAS_RECEIPT]: A simple "Yes" or "No" indicating if a receipt was generated during sign-up.
• [HAS_INVOICE]: A simple "Yes" or "No" indicating if an invoice was generated during sign-up.

Example Output

Here is an example of a 7-day check-in email you could create (set to trigger 7 days after the member joins).

Subject: How Was Your First Week at [USER_HOME_CLUB_NAME]?

Hi [USER_FIRST_NAME],

It's been one week since you started your [PAYMENT_PLAN_NAME] membership, and we wanted to check in and see how you're doing!

We hope you've had a great time exploring the club. If you have any questions about the equipment, our class schedule, or anything else, our team is always here to help. Just ask anyone in a club uniform!

Looking for some inspiration for your next visit? Check out our most popular group fitness classes this week.

[(This would be a button linking to your class schedule)]

We're so happy to have you with us.

Sincerely,
The Team at [USER_HOME_CLUB_NAME]