NamasteLight for MINDBODY: Automation

If you're new to Automation, you'll want to read this guide first.

You should follow this sequence when creating automations with MINDBODY:

  1. Connect MINDBODY and NamasteLight with this guide. 
  2. Create segments in NamasteLight from MINDBODY fields. Review the segmentation guide for MINDBODY and NamasteLight for step by step guides on how to do this.
  3. Create automations with the guide in this article.

Once you're up to speed, you can refer to the following for using automating campaigns with your MINDBODY contacts. Currently, only date-based and field change-based triggers are available for use with MINDBODY.

Field change-based automation

For a field change trigger to work, there are some caveats that need to be considered:

  • A field change will not trigger the first time a contact is added to your NamasteLight audience from MINDBODY. The contact must already be in your NamasteLight audience and then have a field change in order to trigger the automation workflow.
  • Changing a field in MINDBODY does not initiate a sync with NamasteLight. Once you update a field in MINDBODY, the field will not change in NamasteLight until either a) you initiate a manual sync or b) the data syncs automatically, which occurs around midnight PST.

Date-based automation

All MINDBODY date-based workflows require that the first email go out after two days. If you operate in the Eastern Time Zone, it's recommended you set your workflows to send the first email after three days instead of two. This gives enough time to ensure all data has been synced before triggering automated campaigns. For general information on date-based triggers, head this way.

Here are some possible use cases for date-based triggers with MINDBODY:

Welcome Email

  1. Map the Profile Creation Date field
  2. Create a workflow that’s triggered once exactly on that date
  3. Set the first email to go out 2 days after the Profile Creation Date

First Class or Appointment Follow-Up

  1. Map the First Class Date or First Appointment Date field
  2. Create a workflow that’s triggered once exactly on that date
  3. Set the first email to go out 2 days after the First Class or Appointment Date

New Client Upsell

  1. Map the Contract Status and Profile Creation Date fields
  2. Create a segment in which the Contract Status field does not equal Active (case sensitive) and name the segment Non-Members
  3. Create a workflow that’s triggered once exactly on the Profile Creation Date and base the audience on the Non-Members segment. This will pull clients out of the workflow when they become members
  4. Set the first email in the workflow to go out 2 days after the Profile Creation Date

Contract Renewal Reminder

  1. Map the Contract Expiration Date, Contract Auto-Renews, and Contract Status fields
  2. Create a segment in which the Contract Status field equals Active (case sensitive) and name the segment Members
  3. Create a workflow that’s triggered once exactly on Contract Expiration Date and base the audience on the Members segment
  4. Set the first email in the workflow to go out X number of days before the Contract Expiration Date
  5. Use the Contract Auto-Renews field to add dynamic content that tells the recipient whether or not they need to renew the contract manually

Contract Renewal or New Contract Follow-Up

  1. Map the Contract Start Date field
  2. Create a workflow that’s triggered once exactly on that date
  3. Set the first email in the workflow to go out 2 days after the Contract Start Date
  4. Win-Back Campaign for Expired Memberships
  5. Map the Contract Status and Contract Expiration Date fields
  6. Create a segment in which the Contract Status field equals Expired (case sensitive) and name the segment Expired Members
  7. Create a workflow that’s triggered once exactly on the Contract Expiration Date and base the audience on the Expired Members segment.This will pull clients out of the workflow if/when they become members again
  8. Set the first email in the workflow to go out 2 days after the Contract Expiration Date

Win-Back Campaign for Canceled Memberships

  1. Map the Contract Status and Contract Termination Date fields
  2. Create a segment in which the Contract Status field equals Terminated (case sensitive) and name the segment Canceled Members
  3. Create a workflow that’s triggered once exactly on the Contract Termination Date and base the audience on the Canceled Members segment.This will pull clients out of the workflow if/when they become members again.
  4. Set the first email in the workflow to go out 2 days after the Contract Termination Date

Birthday Promotion

  1. Map the Date of Birth field
  2. Create a workflow that’s triggered every year on the anniversary of that date
  3. Set the first email to go out either on their birthday or a number of days before their birthday
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