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Automation Rule: User prepaid balance has changed

Updated

Automation Rule: User prepaid balance has changed

This automation rule sends a notification whenever a member's prepaid account balance changes. It allows you to instantly confirm top-ups, provide purchase receipts, and alert members when their prepaid credit is running low.

  • Provide Instant Confirmations: Automatically send a thank-you note and receipt the moment a member tops up their prepaid account.
  • Keep Members Informed: Send a notification after every purchase made with prepaid credit, showing the amount spent and the new remaining balance.
  • Drive Top-Ups: Proactively send a low-balance reminder when a member's credit drops below a certain amount, encouraging them to add more funds.
  • Notify Families: Keep parents in the loop by automatically sending them notifications about their child's prepaid account activity.

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.
    • Select 'Notification' as the Action.
    • Select 'User prepaid balance has changed' from the rule list.
  4. A new configuration window will open. Add conditions to target specific events. This is a very powerful feature for this rule:
    • For Top-Ups: Add a condition where [IS_TOP_UP] is equal to True. This rule will only trigger when a member adds money.
    • For Low Balance: Create a separate rule and add a condition where [PREPAID_BALANCE] is less than a value (e.g., 10.00). This rule will only trigger when the member's balance drops below that amount.
  5. Select Notification Recipients: This rule can send notifications to the User (the member) and/or to Parents if the member is part of a family account.
  6. In Notification Content, create the message for the specific scenario you are building (e.g., a top-up confirmation or a low-balance alert).

Tokens

Use these tokens to personalize your notification with the member's details and specific information about their prepaid balance.

  • [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.
  • [AMOUNT]: The value of the transaction that just occurred (either the amount topped up or the amount spent).
  • [PREPAID_BALANCE]: The member's new prepaid account balance after the transaction.
  • [IS_TOP_UP]: A true/false value indicating if the transaction was a top-up (true) or a purchase (false). This is ideal for use in conditions.

Outputs

Here are two examples of how this rule can be used.

Example 1: Top-Up Confirmation

(using condition [IS_TOP_UP] is True)

Subject: Thank You! Your Prepaid Account has been Topped Up

Hi [USER_FIRST_NAME],

Thank you for your payment. We have successfully added [AMOUNT] to your prepaid account.

Your new balance is [PREPAID_BALANCE].

You can use your prepaid balance for drinks, snacks, and other purchases around the club.

Enjoy your next visit!

 

Example 2: Low Balance Warning

(using condition [PREPAID_BALANCE] is less than 10.00)

Subject: Your Prepaid Balance is Running Low

Hi [USER_FIRST_NAME],

This is a friendly reminder that your prepaid account balance is getting low.

Your current balance is [PREPAID_BALANCE].

To ensure you can continue to make quick and easy purchases at the club, you can top up your account at the front desk on your next visit.

See you soon

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