You can create an automation to trigger when a student purchases a trial or regular membership.
To set up the automation:
Go to the left-side menu > More Features > Automations.
Click Add New Automation.
Set the trigger to When a Membership Starts.
Select the membership that will trigger the automation.
Choose the contact type this automation applies to, such as active clients, trial clients, or all contact types.
(Optional) Use include or exclude tags to further filter which students the automation applies to.7. (Optional) Use the "Cancel if Action" feature to skip specific steps in the automation for members with designated tags.
You can use include and exclude tags in the trigger settings to control which students will receive the automation. Include tags ensure the automation only triggers for students with those tags, while exclude tags prevent students with certain tags from receiving the automation. Additionally, you can use the "Cancel if Action" feature to skip specific automation steps for members with certain tags. For example, if a tag like "Basic 2x Membership" is applied, members with this tag will bypass the corresponding action step in the automation.
Once you have set up the trigger, click Save and begin adding the action steps you want the automation to perform, such as sending emails, SMS messages, or updating contact information. For instance, you can configure the automation to send renewal reminders for specific membership packages, such as a 10-class package, or to stop reminders if a member renews into a different membership type.
Editing and Disabling Automations
To modify or disable automations for specific members, follow these steps:
Navigate to the Automations tab in the left-side menu.
Click Actions > Edit Automation Trigger.
Locate the automation and toggle the Automation Active switch to 'off' to disable it.
Save your changes. Additionally, you can check a member's Timeline tab in their profile to access a direct link to the relevant automation settings for further modifications.
Note: You will need to create separate automations for each membership, as it is not currently possible to add multiple memberships to a single automation. Alternatively, you can use tags and filters to manage eligibility and scope for each automation, ensuring that only relevant members are included.