Automation Rule: Online payment requested
This automation rule sends a notification to a member with a direct link to complete an online payment. It is perfect for situations where a payment is required for a product or service, such as an unpaid court booking or a merchandise order, allowing you to request and receive payments automatically.
- Simplify the Payment Process: Send members a direct, clickable link to a secure payment page, making it incredibly easy for them to pay.
- Automate Payment Requests: Eliminate the need to manually chase members for unpaid items by automating the request process.
- Increase Payment Success: Improve your collection rates by removing friction and providing a simple, one-click way for members to settle their balances.
- Set Clear Deadlines: Include an expiration date in the notification to create urgency and ensure timely payments.
Before You Start
- 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., "Request Payment for Unpaid Booking").
- Select 'Notification' as the Action.
- Select 'Online payment requested' from the rule list.
- A new configuration window will open. You can add conditions, such as triggering only for a specific
[PRODUCT_NAME]. - 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 that will be sent. Use the tokens below to provide all the necessary payment details.
Tokens
Use these tokens to personalize your notification with the member's details and specific information about the payment request.
- [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.
- [PRODUCT_NAME]: The name of the product or service that requires payment.
- [AMOUNT_TO_PAY]: The total amount that is due.
- [PAYMENT_EXPIRATION_DATE]: The date and time by which the payment must be made.
- [PAYMENT_URL]: A full-length, clickable link that takes the member directly to the payment page.
- [SHORT_PAYMENT_URL]: A shortened, clickable link, ideal for SMS messages, that takes the member to the payment page.
Outputs
Here is an example of an email that could be sent to a member requesting a payment.
Subject: Action Required: Payment for your [PRODUCT_NAME]
Hi [USER_FIRST_NAME],
This is a notification that a payment of [AMOUNT_TO_PAY] is required for your recent order of [PRODUCT_NAME].
To complete your purchase, please submit your payment before [PAYMENT_EXPIRATION_DATE].
You can pay securely by clicking the link below:
[PAYMENT_URL]
If you have any questions, please contact our front desk at your convenience.
Thank you,
The Team at [USER_HOME_CLUB_NAME]