Automation Rule: User Email Confirmation Has Been Requested

Automation Rule: User Email Confirmation Has Been Requested

Introduction

This rule automatically sends an email to a member so they can confirm ownership of their email address. This is a vital step to verify that the member's email is valid and active, ensuring the security of their account and the successful delivery of future communications.

• Verify Member Email Addresses: Automatically send a unique verification link to ensure the member's email is correct and that they can receive messages.
• Improve Communication Success: A verified email list means your important messages, like class updates and payment reminders, are far more likely to be delivered.
• Enhance Account Security: Email verification is a crucial security step for members to access the online portal and reset their passwords safely.

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 Email Verification".
   • Select 'Notification' as the Action.
   • Select the automation rule: Choose User email confirmation has been requested from the list.
   • A new configuration window will open. This rule triggers for every 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 for confirmation.
• Select Notification Recipients: This notification is designed to be sent directly to the User (the member who needs to confirm their email).
• (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.

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., "Please Confirm Your Email Address for [CLUB_NAME]").
• Template: Design your email using HTML. It is crucial to include the [CONFIRM_EMAIL_LINK] token as a prominent, clickable button or link.

Available Tokens

You can use tokens to automatically insert specific member details and the unique confirmation link into your message.

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 that needs verification.
• [USER_HOME_CLUB_NAME]: The name of the member's primary gym location.

Email Confirmation Tokens:

• [CONFIRM_EMAIL_TOKEN]: A unique security code embedded within the confirmation link.
• [CONFIRM_EMAIL_LINK]: The unique, clickable link the member must press to verify their email address. This is the most important token for this rule.

Example Output

Here is an example of an email verification message you could create using this automation rule.

Subject: Please Confirm Your Email Address for [CLUB_NAME]

Hi [USER_FIRST_NAME],

Welcome to [CLUB_NAME]! To complete your account setup and ensure you receive important updates, please take a moment to confirm your email address.

Simply click the button below to verify that this is the correct email for your account.

[(This would be a button linking to the [CONFIRM_EMAIL_LINK] token)]

If you did not sign up for an account with us, you can safely ignore this email.

Thank you,
The Team at [CLUB_NAME]