How to Set Up and Manage Automations Based on Attendance Milestones in Spark Membership
Automations based on attendance milestones in Spark Membership allow you to send targeted messages or actions as users reach specific attendance thresholds. This guide explains how to set up these automations, configure conditions, and handle advanced scenarios.
Setting Up Attendance Milestone Automations
Follow these steps to create automations triggered by attendance milestones:
Tagging Trial Members: Assign a specific tag to the trial members you want to target (e.g., those with a 30-day membership). This ensures the automation applies only to the intended group.
Creating Automations: For each attendance milestone (e.g., 1st class, 2nd class), create a separate automation. Use the "Based on attendance milestones" trigger type.
Configuring Triggers: In the trigger setup, include the tag assigned to the trial members. This ensures the automation is limited to the tagged group.
Setting Attendance Conditions: Specify the attendance milestone (e.g., first attendance, second attendance) in the action step settings. This is where you define the number of attendances required to trigger the automation.
Adding Actions: For each automation, configure the action to send the desired SMS or text message when the milestone is reached.
Advanced Scenarios and Limitations
Combining Attendance and Time-Based Triggers
Automations triggered by attendance milestones cannot include steps based on time (e.g., days since the milestone). If you need to send follow-ups based on time, create a separate automation using a time-based trigger.
For example, to send messages after the 3rd class even if no further attendance occurs, use a time-based trigger (e.g., X days after the 3rd class). This ensures flexibility in follow-ups.
Configuring Follow-Ups
Option 1: Within the attendance milestone automation, add time-based action steps relative to the start of attendance (e.g., 3, 7, or 14 days after the first class). Note that these are tied to the start-attending point, not additional classes.
Option 2: Create a separate automation with a time-based trigger to handle follow-ups independent of attendance milestones.
Key Considerations
Attendance milestone triggers apply to the entire automation. You cannot mix attendance-based and time-based logic within the same automation.
Ensure that tags and conditions are correctly configured to avoid unintended actions.
By following these steps and understanding the limitations, you can effectively manage automations based on attendance milestones in Spark Membership.