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Automation Rule: User product has been used

Updated

Automation Rule: User product has been used

This automation rule triggers an action, such as sending a notification or awarding loyalty points, each time a member uses an item from a product they have purchased (e.g., using one class from a 10-class pass). It allows you to engage with members based on their real-time usage of your services, keeping them informed and encouraging future purchases.

  • Keep Members Informed: Automatically notify members of their remaining credits or sessions every time they use a product.
  • Drive Repurchases: Send a targeted reminder to buy a new product package when a member's current one is running low (e.g., when they have 1 session left).
  • Automate Loyalty Rewards: Instantly award loyalty points to members for using specific products or services, enhancing your rewards program.
  • Enhance Engagement: Send a thank-you message or follow-up information after a member attends a session, strengthening your relationship.

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 Automation Centre Rule (e.g., "Low Balance Alert for PT Packs").
    • Choose an Action. For this rule, the most common actions are 'Notification' (to send a message) or 'Add loyalty points' (to reward the member).
    • Select 'User product has been used' from the rule list.
  4. A new configuration window will open. Add conditions to make the rule specific. For example, you could add two conditions:
    • [PRODUCT_NAME] is equal to "10 Pack of Personal Training"
    • [PRODUCT_ITEMS_LEFT_QUANTITY] is equal to 1
    This would make the rule trigger only when a member uses their second-to-last PT session.
  5. Configure the rest of the notification or loyalty point action as needed.

Tokens

Use these tokens to personalize your notification with the member's details and information about the product they just used.

  • [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.
  • [PRODUCT_NAME]: The name of the product that was used (e.g., "10 Visit Swim Pass").
  • [PRODUCT_CATEGORY]: The category the product belongs to (e.g., "Aquatics").
  • [PRODUCT_SERVICE_TYPE]: The service type associated with the product.
  • [PRODUCT_ITEMS_USED_QUANTITY]: The number of items used in the single transaction (this is usually 1).
  • [PRODUCT_ITEMS_LEFT_QUANTITY]: The number of items or sessions the member has remaining on their product after the most recent use.
  • [PRODUCT_EXPIRY_DATE]: The date when the member's product package will expire.

Outputs

Here is an example of a "low balance" email that could be sent to a member when they have one session left.

Subject: Time to top up your [PRODUCT_NAME] pack!

Hi [USER_FIRST_NAME],

Thanks for coming in today! We've registered that you've used a session from your [PRODUCT_NAME] pack.

You now have [PRODUCT_ITEMS_LEFT_QUANTITY] session remaining, which expires on [PRODUCT_EXPIRY_DATE].

Don't miss a beat! Visit the front desk or our online store to purchase your next package and continue achieving your goals.

We look forward to seeing you again soon!

Sincerely,

The Team at [USER_HOME_CLUB_NAME]

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