What's an Automation?
Automations allow you to create automated actions based on customer activity in Punchpass. When a customer completes an action, that action triggers the automation.
Note: These emails will only be sent to customers on your active customer list. Customers on the archived customer list will not receive emails.
In this guide, we'll cover
Who can use this feature?
Automations are available on Willow, Banyan, and Redwood plans.
Who can access this feature?
Creating automations requires Admin-level access to Punchpass.
Getting Started with Automations
The Automations setup process will prompt you through making your required selections and creating your custom emails.
You can find the Automations page by heading to Manage > Settings > Automations
There you will find the list of automations, as well as how many automations your Punchpass plan supports.
If you want to increase the number of automations you can create, please consider upgrading your plan under Manage > Settings > Billing, or contact [email protected]
Available Automation Templates
Here is our list of automations available, click on the automation to go directly to the how-to!
Note: When creating automations for passes and memberships, you can only create one automation per pass or membership. It's not possible to create multiple automations accessing the same offer.
Automations to Send Customers an Email
Welcome Email: When a new customer is added, a custom email is sent to them.
Inactive New Customer: When a new customer created an account, but hasn't bought or booked in # of days, a custom email is sent to them.
Birthday Reminder Email: When it is a customer’s birthday, a custom email is sent to them.
Send Email After Pass Purchase: When a customer purchases a specific pass, a custom email is sent to them. This automation can be set up multiple times for different pass/membership types.
Send Email After Booking: When a customer books a specific class, a custom email is sent to them. This automation can be set up multiple times for different class types.
Pass Purchased, but No Activity Reminder Email: When a customer purchases a pass and # of days have passed without them making a reservation or attending a class, a custom email is sent to them. This automation can be set up multiple times for different pass/membership types.
Expired Pass Reminder: When a customer's pass expires, punchcard is filled, or membership ends, a custom email is sent to them. This automation can be set up multiple times for different pass/membership types.
Automations to Assign Passes
Birthday Assign Pass: When it is a customer's birthday, assign a specific pass.
Assign a New Customer a Specific Pass: When a new customer signs up, auto assign a specific pass.
Come Back Expired Pass: When a customer's pass expires, punchcard is filled, or membership ends, and # of days have passed without a new purchase, a custom email is sent to them. This automation can be set up multiple times for different pass/membership types.
Assign Bonus Pass: When a customer purchases a particular pass/membership, automatically assign a single pass. This automation can be set up multiple times for different pass/membership types.
Membership Assign Bonus Pass: Each time a membership renews, assign a bonus pass to the customer account.
If you have automations set up and wish to make edits to them, click here for that how-to!
Editing Automations
After you have your automations created, you may want to make edits to them! You can head to Manage > Settings > Automations to see your list of created automations.
From here, click on the Name of the automation to access the automation settings:
On the Edit Automation Page, you'll be able to adjust the name and any settings for the automation, which will depend on the type of the automation, but will always included setting the automation to Enabled or Paused.
For example 1:
Example 2:
You can click to edit the email template if there is one linked to the automation:
Make your adjustments, preview and test, and click Save to save any edits you have made!
Reviewing the Automation Activity
After creating your automation, you might want to confirm that the automation is functioning as expected!
The Automation Activity Log Reports
From Manage > Settings > Automations, you'll see a table with the Automations you have created and their status.
To view the activity of any reports that have run, click on one of the dates.
This opens the log for the automation and you'll be able to see:
The automation number, with a link to the automation if you'd like to make changes.
The date the automation ran,
The customer impacted (if applicable), with a link to the customer account,
And the status
From the logs, if you'd like to look at a customer account, click on a name!
Confirming Automated Pass Assignments
When an automation assigns a pass to a customer, we'll include a note on the pass indicating that it was assigned via an automation and which automation assigned the pass.
