Zen Planner automations will send emails, profile alerts, staff tasks or text messages (US & Canada only for an extra charge) when certain events occur.
For instance, there’s an automation that sends a welcome email to people when they sign up for a membership. There’s also an automation that activates a profile alert that blocks members from checking in when they have a past-due bill.
To help you get started, Zen Planner offers a variety of preset automations with pre-populated message templates. We highly recommend customizing the language of these templates so that they are in alignment with your business brand.
If you don't see what you are looking for in the preset automation section, you can also create a custom automation: Setting up Custom Automations
Preset Automations Setup
1. Select the criteria that will trigger this Automation
For most automations, you don't need to change the pre-selected criteria (and doing so can actually prevent the automation from firing out correctly).
However, there are a couple of automations that require you to select additional criteria in order to fire out correctly. They are listed below:
- Dropped Membership - Email => Under Drop Reason, select all reasons EXCEPT Membership Upgrade. This will ensure that this email will NOT be sent out when a membership is upgraded
- Prospect Funnel Emails => Under Prospect Status, select the appropriate criteria for the specific email. Setting Up Zen Planner's Prospect Funnel
2. Choose when to send this Automation
This section indicates when the message will be sent in relation to a member related event.
We recommend reviewing this section for each preset automation so that you know when the automation will be firing out. However, in most cases, you don't need to make any changes here unless you want an email sent out in a different timeframe after the event. If you have any questions about this, reach out to our Support Team.
3. Choose a message template
Click "Open message template editor" to view and edit the pre-populated message template.
We highly recommend customizing the language of these templates so that they are in alignment with your business brand. In some of the document templates, you will see text highlighted in yellow. This means that setup is required for this particular document template.
4. Save Automation Setup
Check the Activate box to enable the automation. Upon activation, the automation will retroactively fire for any triggering events from the last two days and for anything moving forward.
If you have any further questions, reach out to our Support Team.