Automation Rule: Product expiration due

This automation rule sends a reminder to a member a set number of days before their purchased products (like visit passes or personal training packs) are due to expire. It's a proactive way to encourage members to use their remaining credits and an excellent opportunity to promote repurchasing.

Increase Product Usage: Prompt members to use their remaining sessions or visits before they are gone, improving the value they get from their purchase.
Drive Renewal Sales: Automatically remind members to buy a new product package just as their current one is running out.
Enhance Member Experience: Provide a helpful, courteous service by keeping members informed about their active products.
Customizable Timing: You can precisely control when the reminder is sent, for example, 7 days or 14 days before the expiration date.

Instruction

Navigate to PGM -> Automation -> Automation Rules.
Press 'Add automation rule' to create a new rule.
In the pop-up window:
- Create a unique name for the Automation Centre Rule (e.g., "7-Day Product Expiry Warning").
- Select 'Notification' as the Action.
- Select 'Product expiration due' from the rule list.
A new configuration window will open. The most important setting for this rule is the timing. In the Send notification section, choose a number of days and select before an event. This will send the notification that many days before the product's actual expiration date.
Choose an Action:
- Email: Send an email to the club member. Enter a 'From Email' and 'From Name'.
- SMS: Send a text message (cost per SMS applies).
- Push notification: Send a push notification to members who use the PG App.
In Notification Content, create the notification message. The [EXPIRING_PRODUCTS] token is essential for this rule as it lists all relevant items.

Available conditions

The Conditions section allows you to send notifications only to specific groups of members. You can choose between Match all or Match any conditions based on your targeting needs.

Match All: The notification is sent only to members who meet ALL of the conditions you've specified.
Match Any: The notification is sent to members who meet ANY of the conditions you've specified.

You can use the following conditions to filter members:

[EXPIRY_DATE] - Filter by the expiration date of products.
[PRODUCT_CATEGORY] - Target members with specific product categories.
[PRODUCT_NAME] - Target members with specific product names.
[USER_AGE] - Filter by member age.
[USER_HOME_CLUB_NAME] - Filter by member's primary gym location.

Available tokens

Use these tokens to personalize your notification with the member's details and a list of their expiring products.

[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_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.
[EXPIRING_PRODUCTS]: Automatically generates a formatted list of all the member's products that are about to expire, including their names and expiration dates. This is perfect for use in an email.

Outputs

Here is an example of an email that could be sent to a member with expiring products.

Subject: Don't lose out! Your products are expiring soon

Hi [USER_FIRST_NAME],

Just a friendly reminder that some of your products at [USER_HOME_CLUB_NAME] are about to expire. Make sure you use them up so you don't miss out!

Here are the products that will be expiring soon:

[EXPIRING_PRODUCTS]

Why not book a session today? If you're running low and want to top up, visit our front desk or member portal to see our latest product packages.

We look forward to seeing you at the club!

Sincerely,

The Team at [USER_HOME_CLUB_NAME]