This section is intended for automatic sending of notifications to clients who are scheduled for a Class but do not have an active Membership. Such messages help remind them in advance to purchase or renew a Membership before the Class.
Work in the section is organized into three blocks: Message (Сообщение), Recipients (Получатели) and Sending settings (Настройки отправки). A preview of the message and a save settings button are displayed on the right side of the page.
Main blocks:
- Message
- Recipients
- Sending settings
1. Message
The block is located at the top of the page. In the editor you create the text of the payment notification. Available:
- writing the message text;
- text formatting - bold, italic or strikethrough;
- adding variables (Client name, Center name, Phone, Email);
- attaching an image or file.
Below the text there is a comment with a tip on when to send the message: one day before the event, after the event or one week before the event. Variables automatically populate the recipient's data, making the notification personalized.
2. Recipients
The block is located under the message editor. In the "Audience segment (Сегмент аудитории)" field you select the group of clients who will receive the reminder:
- all clients;
- only active clients.
The choice of segment determines who will receive the notification.
3. System settings (Настройки системы)
The block is located at the bottom of the page and is responsible for the time and delivery parameters of the message. In the dropdown menu select the sending moment: one day before the event, three days before the event, one week before the event, n days before the event, on the day of the event or one day after the event, and also specify the exact time.
A preview is shown on the side of the screen, allowing you to see how the message will look to the client. Below the preview is the "Save notification settings" button, which saves all parameters and starts automatic sending of notifications.
Important to consider
- Sending reminders depends on payment data and Membership validity periods. Only those clients who have a recorded payment date or Membership expiration date in the system will receive the message.
- If the payment date or Membership validity period is entered incorrectly, the notification may be sent earlier, later or not sent at all.
- It is also important that the client's contact details are filled in the client card. Without a phone number the system will not be able to deliver the message.
- All changes in information about Memberships and payments are automatically reflected in the mailing, so before saving the settings it is recommended to check the relevance of the data in the client and Membership cards.