Benefits of New Contact Triggers

• Resend a trigger that a member has not received
• More triggers have been added
• The option to send text messages to members
• Conditions
• Send emails/texts to teachers
• Make your emails look more professional with Format and Preview

Resend Triggers

How often do your staff hear “I never received that email”?
Now they can go to a member’s personal profile, click on View Log.  Find the relevant log entry and tick the grey triangle.  They can then view or resend the message.

There Are More Triggers

• After a class has been cancelled
• X days in advance of a cancelled class
• After being added to a Waiting List
• After being removed from a Waiting List
• After signing up to HomePortal

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SMS Triggers

Conditions

Allows you to set some conditions under which a trigger is sent.
There are two types of conditions:

1. ALL – Allows you to set several conditions of which all must be met before the trigger will send
2. ANY – Allows you to set several conditions of which any can be met in order to send the trigger.

Choose a condition type, an operator and a value and click the Add button.

An example of a useful conditions is, if you run classes for both adults and children, you can create 2 different “X sessions before payment runs out”.

One with the condition type “Member Age”, operator “is more than” and value 18.  You can begin the email with Dear {{First.Name}}, see below.

 

The other with the operator set to “is less than” and value 18. You can begin the email with Dear Parent/Guardian.

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Send Triggers to Teachers

Format and Preview your Email

NOTE: We will be disabling old triggers in the coming months so please start to use new triggers asap.

If you need help converting your old triggers to new, contact training@cap2.co.uk

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