How do I automatically send messages to specific trainers?

In this guide, you will learn how to automate message sending to specific trainers after a trigger has been met.

Access the Automations feature.

Click on the “Create New Automation” drop down and select “Send a Message” from the list.

Click on the edit icon to customize the settings for “When”.

Select the trigger for the automation. Each action item will have additional settings.

• A Subscription renewal – any/specific payment plan
• A trial ending
• An expired package – any/specific package
• Been added to this group – any/specific group
• Birthday
• Booked a visit – any/specific service
• Canceled a subscription – any/specific subscription
• Checked in/completed a visit – any/specific service
• Completed a workout plan – any/specific workout plan
• Completed an assessment – any/specific assessment
• Closed out a visit – any/specific service
• Completed workouts – specific number of workouts completed
• Failed a payment
• Late canceled a visit – any/specific service
• Membership Anniversary
• No showed a visit – any/specific service
• Opened the app
• Purchased any – any/no payment plan
• Purchased client training – any/no payment plan
• Purchased plan(s) – any/specific plan
• Purchased product(s) – any/specific product
• Purchased group(s) – any/specific group – any/no payment plan
• Purchased package(s) – any/specific package – any/no payment plan
• Signed up

Click on the done editing links to continue to the next step.

Edit the settings for “Who”. You can select by group, location, clients with or without specific tags. All accounts is the default.

For the recipient of the message, select a trainer from the drop-down list.

Edit the settings for “How”.

Select the message delivery from the list. You can choose from platform message, email, push notification or sms.

Click on the edit icon for “Message” and type out a custom message.

Save the automation settings.

This guide covered setting up automated messages to be sent to trainers after specific criteria have been met.