Templates and Communication

Communication to your members can largely be automated while remaining individualized, by utilizing Templates.
In personalized cases you can send one-off bulk or individual communication direct to your members.

When communication is in response to a common trigger event, such as a purchase, sign-up, reminder for booking, we suggest you;

• Create Template (individualized / automated message) and then;
  • Automate Template within Communication Settings (this will only be relevant for some of your templates)
  • OR
  • Automate Template via Task Automation

Templates

Templates are a range of pre-made email and SMS messages that can be used for individualized automated communication with your Members.
Templates are ideal for communications which are predictable and relevant to all members.
They may include confirmation messages after sign-up, purchases, bookings, cancellations. They may also include reminder messages, birthday greetings, prompts to activate engagement after a member slows their visits to the gym.

• Categories - Create template categories
• Email - Create email templates
• SMS - Create SMS templates
• Automate - Set up your templates to send automatically
• Frequently Asked Questions - for both Templates and Communication

Communication

Communication is essential to creating a professional experience and trust for your clients.
Use Email and SMS templates to automate your day to day communications such as your confirmation and reminder emails.
For one-off communications, whether to an individual member, a subset or members or your entire database, see links below.

• Settings - Configure communication settings
• Bulk - Send one-off bulk messages to members or staff
• Individual - Send one-off individual messages to members or staff
• Frequently Asked Questions - for both Templates and Communication