Intro
In this article, we will show you step-by-step how to build a smart rule that automatically sends a message to customers after they have trained a certain number of sessions. In this example, we will assume 3 trained sessions.
Do this:
Go to Settings > Smart Rules.
Click the plus icon in the top right to add a new smart rule.
Select trigger
The first step is to choose what type of event in the system will trigger the rule. Select the option "All bookings, within 24 hours before or after activity".
After you have selected " Trigger", it is time to set up the smart rule.
Start by filling in "Name", in this example we have chosen to name the rule "3rd trained session". Below there is a checkbox to activate the rule, check it and the rule will take effect when it is created.
The next step is to choose how close to the activity the rule should be triggered. In this case we choose "2 hours after" as this will mean that those who have trained their third session will receive a notification 2 hours after they checked in to the session.
NOTE! You can also choose a different X number of hours after/before the session if you think it works better for you.
Under the headline filtering, first click the "Add comparison" button.
Set as below:
In the first drop-down list, select " User - Activity count".
In the second drop-down list, select ">=".
In the third drop-down list, enter "3" (or another number if you like).
(In the top drop-down list where you choose between "and" or "or", leave "and" as is).
Then click the "Add to comparison" button again.
In the first drop-down list, select "User - Activity count".
In the second drop-down list, select "<=".
In the third drop-down list, select "5" (or another number if you like).
Then press the "Add to comparison" button again.
In the first drop-down list, select "User - Is non member".
In the second drop-down list, select "No".
Then click the "Add to comparison" button again.
In the first drop-down list, select "User - Has active subscription".
In the second drop-down list, select "Yes".
Then click the "Add to comparison" button again.
NOTE: This last comparison is only needed if you have imported customers into Wondr from another system.
This final filtering is then required to prevent the message from going out to other customers who have already reached the milestone in your old system.
If you have not imported any customers, skip this last filtering.
In the first drop-down list, select "User - Created".
In the second drop-down list, select ">=".
In the third drop-down list, enter the date when you transferred the members to Wondr (this is so that only the sessions that have been trained since you switched to us at Wondr will be counted in the rule).
It should now look like the image below:
Add action
Now we come to Actions (what will happen).
Add a first action via the plus sign.
Select "Communicate - Email". For this action there are a few more options, set as below:
From
Facility email address
To
$(User.email)
Use Layout
DO NOT check this box.
Subject
Optional! This will be the subject line of the email (For example: 3rd session completed!)
Content
Here you fill in what you want to be in the email that goes out to members.
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Example
"Hello $(User.first_name),
Third session completed! Good job! Now all you have to do is keep sweating!
If you have any questions or concerns so far, just contact us.
Kind regards, XXX"
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Then set Recurrences.
Number of days until this rule can be run again
9999 (so that the rule can only be run once per customer)
Subject
User
Press "Create "
Important
If you have chosen to check the "Enable" box, the rule is now live.
*If you want customers to also receive a message on their tenth or hundredth session, do so by creating several rules like this but with different Filtering for Number of activities=X, enter a number for the number of sessions they should have trained, e.g. 10 or 100.