Automate Member and Staff Communication

3 min read Updated 14 days ago

Key confirmation messaging templates are assigned and automated here.

Once templates are created and automated, much of your day to day predictable outgoing communications to members and staff will become effortless.


Communication Templates

Full Guide: Creating Communication Templates

This is where your automated communication begins.
Templates are your pre-created, repeatable communication blueprints, which can then be sent automatically by the system when the corresponding event occurs

GymMaster comes with pre-created template and task combinations for common situations.
Browse through Settings > Templates to see whats already available, what can be edited to suit, and what needs to be created from scratch.

Note that all templates can be personalized to match specific member / staff details, adding that personal touch to your communication.


Member Communication

Full Tasks Guide: Add Task Type

Begin at Settings > Tasks

  • Add Task Type
  • Create your Task
  • Complete General and Trigger sections.
    • For automated member communication you will not require staff action or selected of a performer
  • Scroll down to Email and/or Mobile Notifications

Email

  • Select Email Member
  • Attach email template to send automatically
GymMaster task automation notification settings

Mobile Notifications

  • Create personalised SMS / App push notifications that send automatically when the trigger event fires
  • Attach SMS template to send automatically
GymMaster task automation notification settings

Notifications can be combined with emails. If both are selected in task, they send at the same time.


  • Save Task

Task will automatically fire when the defined trigger event occurs


Staff Communication

Full Tasks Guide: Add Task Type

Setup is very similar to member communication tasks, with one key difference: the communication is sent to a staff member instead of a member.

Begin at Settings > Tasks

  • Select Add Task Type
  • Create your task
  • Complete the General and Trigger sections
    • For automated staff communication, Staff Action Required does not need to be enabled
  • Scroll to Performer

Performer

Choose who should receive the automated communication when the trigger occurs.

Performer Communication Sent To
All Staff Sends the selected communication to all staff
Personal Trainer Sends the communication to the member’s assigned Personal Trainer
Sales Rep Sends the communication to the member’s assigned Sales Representative
Individual Staff Member Sends the communication to a specific staff member
GymMaster task automation notification settings

  • Scroll to Email

Email

  • Enable Email Performer
  • Select the email template to send automatically
GymMaster task automation notification settings

  • Save Task

The task will now automatically send the selected communication whenever the defined trigger event occurs.


Common Questions this Covers

  • How do I set up automated staff template emails
  • How do I set up automated member communication
  • Where do I find and manage existing message templates
  • Why aren’t my automated emails sending when a task is triggered
  • How do I attach a template to an automated task
  • Can I send both email and SMS at the same time using automated templates