Examples
For: Owners & Managers
Real-world automations for different studios.
1. Welcoming new members at a yoga studio
Situation: You want every new member to get a warm welcome and a nudge a few days later.
Setup steps:
- From Templates, add Welcome series.
- Review the two messages (greeting now, follow-up in a few days) and personalise them with Insert variable.
- Activate it — every new member now gets the series automatically.
2. Following up no-shows at a CrossFit box
Situation: No-shows are hurting class availability and you want to check in and flag repeat offenders.
Setup steps:
- Add the No-show follow-up template (trigger No-show).
- It waits a day, sends a check-in, and adds a tag of at-risk.
- Set Re-enrollment to a cooldown so a member isn't messaged after every miss.
3. Winning back quiet members
Situation: You want to re-engage members who've gone a month without visiting.
| Setting | Value |
|---|---|
| Trigger | Member at-risk (no visit 30d) |
| Steps | Send email now → Wait 7 days → send an incentive |
| Re-enrollment | Once per member, then wait 60 days |
How it works: the At-risk win-back template is pre-built with exactly this shape — add it, tweak the copy, and activate. You can also launch it straight from an insight with Automate.
4. Alerting yourself to problems
Situation: As the owner you want a heads-up whenever a serious issue is detected.
Setup steps:
- Add the Insight alert (notify me) template (trigger Insight raised).
- Add a Condition — severity is critical — so you only hear about the big ones.
- Its step sends the alert to owners / admins; it's added on by default.
Tips for all studios
- Templates cover the common cases — reach for New automation only when you need something bespoke.
- Chain Wait / delay steps to build a sequence instead of a single message.