Intro
This rule allows the system to automatically send out an optional message to your members on their birthday.
Do this:
Go to Settings > Smart Rules.
Click the plus icon in the top right corner 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 users, once per day"
Now it's time to set up the smart rule.
Start by filling in "Name", in this example we have chosen to name the rule "Birthday". Below there is a checkbox to activate the rule, check it and the rule will take effect when it is saved.
Under filtering, first click the "Add comparison" button.
In the first drop-down list, select "User - Next Birthday".
In the second drop-down list, select "Is today".
(The top drop-down list where you choose between "and" or "or" leaves " and " as is)
Then click the "Add comparison" button again.
In the first drop-down list, select "User - Has active subscription".
In the second drop-down list, select "Yes".
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 "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: Happy Birthday)
Content
Here you fill in what you want to be in the email that goes out to members.
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Example
"Happy Birthday $(User.first_name)"
We at XXX want to celebrate you a little extra today. When you come in to train with us next time, show this email and you will receive a little surprise from us at the reception.
Have a wonderful day and see you soon!
Kind regards, XXX"
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Then set "Repeats".
Number of days until this rule can be run again
1
Subject
User
Press "Create"
If you have chosen to check the "Enabled" box, the rule is now live.