Getting Started with the Pass Purchased, but No Activity Reminder Automation
The Pass Purchased, but No Activity Reminder automation allows you to set up a custom email that will be sent to customers when they have purchased select passes/memberships, but have not attended a class or made a reservation after X# of days. You get to select the timeframe of when you want to send the gentle reminder to encourage your customers to book and attend!
From Manage > Passes > Automations, click Pass Purchased, but No Activity Reminder Email.
You can review the details of the automation and the steps for the automation process, and click Get Started to create it:
Step 1: Create the Automation Email
Here, you'll adjust the email template from the default text. This is your opportunity to add any information or directions you want to send to customers to encourage them to take a class!
You can add/edit:
A unique name for this email template
The subject for the email message
The body of the email message
Variables are available for you to add customized details from your Company, about your Customer, Custom Fields you may have from your Intake Form, Pass Variables (their specific purchase) and Passtype Varibles (the particular pass/membership type).
You can click the + next to any of the categories, then simply click on the variable to copy it. In the email subject or body, paste the variable where you would like to include it!
You can click Preview and Test to view/send a copy of it to your own email to ensure you are happy with the email. Please note that the pass variables will not populate with this type of test as there wasn't an actual purchase and lack of activity that prompted the test email.
When you are happy with the email, click Save and Continue to head to the end step.
Step 2: Define the Automation Settings and Select Passes
With your email template created, let's set up the automation!
Now you'll:
Create a short name for the automation,
When should the automation begin? Select Enable if you'd like to start using the automation immediately or select Paused to save as a draft.
Define the trigger. How many days after purchasing should we send this follow-up email?
Select the Eligible Passes.
Then click Save Automation to finish!
Note: If you select a membership as one of the eligible passes for this automation, then this automation WILL run every time a membership renews.
After selecting the days, you'll want to select the passes or memberships that will prompt this email (some pass types might not be right for the reminder, so we wanted to provide you with this flexibility!):
Scroll down past the pass list when you are done with your selection, and click Save Automation to finish!