To enable your customers receiving a birthday message (via Connect messaging) you will want to enable an automation rule within ClubReady. This article will provide you with the suggested steps to create an Automation Rule that will trigger for client's birthdays.
Please Note:
- A ClubReady 'Master Admin' login or a staff login with the following permissions.
- Setup: can access setup
- Setup: Can access automation rules setup
- You can choose how many actions you want to trigger.
1. Access Automation Rules Setup: Navigate to Setup > Automation > Automation Rules > Add New Automation Rule.
2. Recommended Settings
- Who will this new rule act on?: Based on your selection in Step 1, this will display related lead types for Membership Leads or Internal Leads. For members or inactive members, there are no additional types to select in this step. Select who you wish to send birthday wishes to from here.
- IF the following is true: Select from the drop down It Is Their Birthday Today.
- No trigger events added yet. This rule will run once daily - not fire in real time: We recommend not selecting an option. The actions will trigger daily during the morning time.
3. Choose what things happen for the membership leads that match above: These options will be the action that takes place. In the example below we added:
- Staff Task (for a staff member to call the client)
- Send an Email (ClubReady will automatically send the template selected)
- Send an SMS (ClubReady will automatically send a text message with the content typed here)