Creating a Message Template

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  1. Click on Settings in the sidebar and then click on the “Auto Actions” tab

  2. Click on the

    in the bottom right corner and choose “Add a Message Template”

  3. Add a name for the message template (something that will denote its content)

  4. You can add in message parameters that will include the recipient’s first name and last name throughout the content of the message. These will be added to the message automatically upon sending.

  5. You can add a form to the message by clicking the checkbox at the bottom of the window and then choosing a form from the list.

  6. Once saved, the template will appear under “Message Templates”

  1. A template with a form attached will have this icon next to it:

Automated Messages

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  1. Click on Settings in the sidebar and then click on the “Auto Actions” tab

  2. Click on the

    in the bottom right corner and choose “Create Automated Message”

  3. Choose a message template

  4. Choose how you want the member to receive the message: via push notification or SMS (Note: SMS messages will be deducted from your message balance

  5. Choose the stage when you’d like to send the message:

  • Membership renewal

  • Creation of a new member

  • Converting a lead

  • Creating a lead

  • Trial class

  • Birthday

  • Absent from class

  • End of membership

  • On class end

6. Attributing a Form to a Membership Type memberships- choose which membership to attribute a form (you can choose multiple memberships)

  1. You can choose how long before or after the selected stage you want to send the message by hours, days, weeks, or months

  2. Define the time the message will be sent to the member

  3. You can also send a message immediately by putting 0 in the timeframe

  4. After saving, all of the automated messages will appear in your “Automated Messages” section

  5. Note: If you delete an automated message it will not send, even if it has a future scheduled send date

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