Automation Triggers

Triggers are events that start an automation for your client. Each automation can have one or more triggers, and you can filter many triggers to target specific offerings, staff, or other criteria.

Below is a complete list of available triggers, with example use cases for each.

Registration & Attendance Triggers

Registers for an Event/Series

Triggered when a client registers for any event or series. Filter by specific offering, event series, or event.

Example Use Case: Send a welcome email to clients who register for your "Yoga for Beginners" series.

Registers for an Appointment

Triggered when a client books an appointment. Filter by offering or staff member.

Example Use Case: Automatically send intake forms to clients who book a private session with a specific instructor.

Checked In to an Event/Series

Triggered when a client is checked in for an event or appointment.

Example Use Case: Send a thank-you message or feedback survey after a client is checked in for a workshop.

Registration Canceled

Triggered when a client cancels their registration for an event or appointment.

Example Use Case: Send a re-engagement offer or ask for feedback when a client cancels their spot in a class.

Late Cancel Registration

Triggered when a client cancels their registration after the allowed cancellation window.

Example Use Case: Notify staff or apply a late cancellation fee when a client cancels too close to the event start time.

Purchase & Usage Triggers

Purchases a Package or Membership

Triggered when a client purchases a package or membership. Filter by type or specific package/membership.

Example Use Case: Send a welcome sequence to clients who purchase a "10-Class Pass" or a new membership.

Purchases a Store Item

Triggered when a client purchases a store item. Filter by store section, type (digital/physical), or specific item.

Example Use Case: Send download instructions for digital products or shipping updates for physical goods.

Offering Package Used

Triggered when a client uses a credit from a package (e.g., books a class using a package). This can be filtered to only trigger when a guest credit is used

Example Use Case: Remind clients when they have only a few credits left in their package. Send guests an email sequence to convert them into regular clients.

Package Credits Remaining

Triggered when a client’s remaining credits in a package reach a certain threshold.

Example Use Case: Send a reminder or special offer when a client has only 1 class left in their package.

Membership Status Triggers

Membership Changed

Triggered when a client’s membership changes in any way (upgrade, downgrade, etc.).

Example Use Case: Send a personalized message when a client upgrades to a premium membership.

Membership Paused

Triggered when a client’s membership is paused.

Example Use Case: Send a confirmation and information about what happens during the pause period.

Membership Canceled

Triggered when a client’s membership is canceled.

Example Use Case: Send a feedback survey or a win-back offer to clients who cancel their membership.

Contact & Tag Triggers

A Contact Tag is Added

Triggered when a specific tag is added to a client, whether manually or automatically. This tag can be added by you manually, or the tag can be assigned to them automatically by signing up using the newsletter signup form on a custom page, or one of the tags automatically assigned when the client performs an action. A contact tag can also be added via an automation action.

Example Use Case: Send a targeted offer to clients tagged as "VIP" or "First-Time Visitor".

A Contact Tag is Removed

Triggered when a specific tag is removed from a client. This tag can be removed by you manually or through another automation action.

Example Use Case: Send a follow-up when a client is no longer tagged as "Active Member".

A Contact is Created

Triggered when a new client/contact is created in your system.

Example Use Case: Send a welcome email to all new contacts, regardless of how they joined.

A Contact Subscribed to your Newsletter

Triggered when a client subscribes to your newsletter, either via signup forms or opt-in during other actions.

Example Use Case: Send a welcome sequence to new newsletter subscribers.

Segment & Custom Field Triggers

A Contact Enters a Customer Segment

Triggered when a client enters a defined customer segment.

Example Use Case: Start a nurture sequence for clients who enter the "Lapsed Clients" segment.

A Contact Exits a Customer Segment

Triggered when a client exits a defined customer segment.

Example Use Case: Send a congratulatory message when a client leaves the "Trial" segment and becomes a full member.

A Custom Field Value is Changed

This trigger will bring a client whose custom data field is changed to the automation. 

Example Use Case: If you have a custom field that is a "Birthday", you could have an automation trigger to run when this field is filled in. With an action to wait until this day, you could set up an automation to send them a birthday wish email.