Automation Rule: Online payment has been completed

Introduction

This automation rule instantly sends a confirmation message to a member right after their online payment is successfully processed. It provides members with immediate peace of mind that their transaction was completed and gives them access to their receipt.

• Instant Payment Confirmation: Automatically sends an email, SMS, or push notification the moment a member's online payment is successful.
• Automatic Receipt Delivery: Attaches the official receipt to the confirmation message, saving you from having to send it manually.
• Enhance Member Trust: Provides a professional and immediate response, letting members know their payment has been securely received.

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:
   • Create a unique name for the rule (e.g., "Online Payment Confirmation").
   • Select 'Notification' as the Action.
   • Select 'OnlinePaymentCompleted' from the dropdown list.
4. A new configuration window will open.
5. Conditions:

   You can add conditions to control when this notification is sent. For example, you could send different messages for different payment amounts by using the [AMOUNT] token.

6. Action:
   • Email: Sends a formatted email. You must enter a 'From Email' and 'From Name'.
   • SMS: Sends a text message (standard SMS costs apply).
   • Push Notification: Sends a notification to members using the PerfectGym Go App.
7. Notification Recipients:

   By default, this notification is sent to the User (the club member) who made the payment.

8. Delivery Schedule (Optional):
   • Send notifications from (HH:MM): Set a start time for sending notifications.
   • Send notifications to (HH:MM): Set an end time for sending notifications.
   • Delay Notification: Wait a specific amount of time before sending the message.
   • Send notification not more often than (in days): Prevents sending too many messages to the same member in a short period.

Notification Content

This is where you create the message that will be sent to the member.

For Email:

• Language: Select the language for the notification.
• Subject: Enter the email subject line (e.g., "Your Payment Receipt from [CLUB_NAME]").
• Template: You can create a visually appealing message using HTML. Use the tokens below to include personalized details.

For SMS and Push Notifications:

• Language: Select the language for the notification.
• Message: Write a concise message. Remember that SMS messages have a character limit.

Tokens

Tokens are placeholders that will be automatically replaced with specific information when the message is sent. You can use them in the Conditions and the Notification Content.

• [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_PHONE_NUMBER]: The member's mobile or primary phone number.
• [USER_NUMBER]: The member's unique ID number.
• [USER_NUMBER_QRCODE]: A scannable QR code image of the member's ID number.
• [USER_HOME_CLUB_NAME]: The name of the member's primary gym location.
• [USER_AGE]: The member's current age in years.
• [USER_PARENT_FIRST_NAME]: The first name of the member's parent. (Only available if sending to parents).
• [USER_PARENT_LAST_NAME]: The last name of the member's parent. (Only available if sending to parents).
• [PROVIDER]: The online payment service used (e.g., "Stripe", "PayPal").
• [PAYMENT_ID]: The unique transaction ID from the payment provider.
• [PAYMENT_GATE_PAYMENT_ID]: The internal reference ID for the payment.
• [PAYMENT_TITLE]: The description of the payment (e.g., "Monthly Membership Dues").
• [AMOUNT]: The monetary value of the payment.
• [PAYMENT_DATE]: The date the payment was made.
• [PAYMENT_TIME]: The time the payment was made.
• [CLUB_EMAIL]: Your club's main email address.
• [CLUB_PHONE]: Your club's main phone number.
• [RECEIPT]: Attaches the member's payment receipt(s) to the email notification, usually as a PDF file.

Outputs

Here is an example of an email that can be created with this rule.

Subject: Your Payment to [CLUB_NAME] was Successful!

Message:

Hi [USER_FIRST_NAME],

Thank you for your payment! This email confirms that we have successfully received your payment for your [PAYMENT_TITLE].

Payment Details:

• Amount: [AMOUNT]
• Date: [PAYMENT_DATE]
• Transaction ID: [PAYMENT_ID]

A copy of your official receipt is attached to this email for your records.

If you have any questions about this payment, please don't hesitate to contact us at [CLUB_PHONE] or reply to this email.

We appreciate your business!

Best regards,

The Team at [CLUB_NAME]