How to Set Up Automated Alerts

Automated messages can be set up to run when specific things happen (i.e. students membership is expiring or a student’s birthday is approaching).

To set up Automated Messaging

Hover over Settings and click on Automated Messaging.

2. To turn an automation on, click on the toggle button next to the desired category.

3. Enter a number (in days) for when you want this alert to be sent after the trigger (for example, triggered 1 day after you add a new student).

4. Enter a number (in days) for how often you want to send another email to remind the recipient.

5. Add a subject for the email and a customized body of the email.

You can also customize the body section of the email to your liking.
Within the body text area, you will see text that has two parentheses surrounding it:

These are "hooks" or snippets of text that will be converted when the email is sent.
For example, ((student_name)) will be converted to John Doe, or ((membership_program)) will be converted to My Membership Program.
If you would like to use a hook that is not there, please let us know and we will consider adding it in.

Available hooks:

((student_name))
((prospect_name))
((last_class))
((membership_program))
((membership_end_information))
((school))
((event))
((event start))
((invoice_id_number))
((invoice_total_due))
((recurring_invoice_date))
((recurring_invoice_total))

6. When you are finished adding automated messages, scroll down to the bottom and click the blue Update Automation Settings button.