How to Set Up the Expired Pass Reminder Automation
When a specific pass or membership expires or is full, immediately send a customer an automated email that invites them to make another purchase.
Note: Punchpass also has a Pass Ending Soon notification email you can send for passes when they're low on credits or about to expire, whichever is soonest. Learn more about the Pass Ending Soon notification.
From Manage > Passes > Automations, click Expired Pass Reminder.
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
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.
Select the Eligible Passes and Memberships
Then click Save Automation to finish!
Scroll down past the pass list when you are done with your selection, and click Save Automation to finish!