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Automation Rule: User Tag Added

Automation Rule: User Tag Added

Introduction

This rule automatically triggers a notification whenever a specific tag is added to a member's account. It is a powerful and flexible tool for automating communications and workflows based on how you segment and label your members, such as marking them as a "VIP" or a "New Prospect."

  • Automate Segmented Communication: Instantly send a targeted message when a member is added to a specific group, like automatically welcoming them to a "VIP" program.
  • Streamline Sales and Retention: Notify managers or personal trainers when a member is tagged as "Interested in PT" or "At Risk," allowing for immediate and effective follow-up.
  • Enhance the Member Experience: Acknowledge a member's new status or interest by sending a relevant, timely message the moment they are tagged.
  • Improve Operational Efficiency: Trigger automated processes based on member tags to streamline internal workflows and ensure no opportunity is missed.

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, "Alert Staff for PT Interest".
    • Select 'Notification' as the Action.
    • Select the automation rule: Choose User Tag added from the list.
    • A new configuration window will open.
    • Add a Condition (Required): This is the most important step for this rule. You must specify which tag will trigger the notification.
      • In the conditions section, select the [USER_TAGS] token, choose "contains," and then select the specific tag (e.g., "Interested in PT") from the list.

Action

Configure who receives the notification and how they receive it.

  • Choose the notification type:
    • Email: Send a detailed alert to staff or a confirmation to the member.
    • SMS: Send a concise text message alert (standard SMS costs apply).
    • Push Notification: Send a notification to members using the PerfectGym Go App.
  • Select Notification Recipients: Choose who should receive this notification. You can send it to the User (the member who was tagged), but this rule is extremely effective for notifying your internal teams, such as Managers or Instructors.
  • (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 tag is added 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., "New Lead: PT Interest" for staff, or "Welcome to our VIP Program!" for members).
  • Template: You can design your email using HTML.

For SMS and Push Notifications:

  • Language: Select the language for the notification.
  • Message: Write a concise and direct message.

Available Tokens

You can use tokens to personalize your message with the member's details and the tag that was added.

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_PHONE_NUMBER]: The member's mobile or primary phone number.
  • [USER_HOME_CLUB_NAME]: The name of the member's primary gym location.

Tag Token:

  • [USER_TAGS]: The specific tag or list of tags that were added to the member's profile.

Example Output

Here is an example of an internal email alert sent to managers when a member is tagged as "Interested in PT". The condition for the rule would be [USER_TAGS] contains Interested in PT.

Subject: New Personal Training Lead: [USER_NAME]

Hi Team,

This is an automated alert to inform you that the member [USER_NAME] has been tagged as [USER_TAGS].

Please reach out to them to discuss their fitness goals and our personal training options.

Member Contact Details:

  • Email: [USER_EMAIL]
  • Phone: [USER_PHONE_NUMBER]
  • Home Club: [USER_HOME_CLUB_NAME]

Thank you.

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