Hi and welcome to Quoox University.
In today’s episode, I’m going to be looking at event triggers and how to create and configure your triggers in the system. Now to get to our event triggers we’re gonna need to log into our Quoox system and we’re gonna get to our dashboard here.
Now from our dashboard, we’re gonna want to go to our left-hand side menu and select manage, and underneath manage, we’ll be able to see event triggers. Now from our dropdown here next to add trigger,we’ve got a multitude of options that we can select from and we’ve got a multitude of triggers that we can create.
So we’ve got general leads and members. In today’s example, I’m gonna be using a trigger for members, and as we can see here it’s broken down into multiple subcategories such as achievement, anniversaries, and assignments. What we’re going to want to do today is create a trigger that will go off once our members have added a new membership, and we want them to receive, some content automatically.
So to do this, we’re gonna go to the memberships here and we’re gonna select membership added and add trigger. Now in here is where we can begin to customise and build out our trigger and create the settings for what will actually make the trigger go off.
So in our title here, we’re gonna want to create something that is easily identifiable and easily recognisable, as we say, with every aspect of the system, just that we know what this trigger is and what it’s going to be doing.
And we can add to that a little bit further here. We’ve got a brief description as we can see here. So we can select certain groups for members that we want to be included in this or we can alternatively select certain groups that we don’t want to be included.
For this example, I’m gonna select member, and I could select all members and I could do this for all active members if I wish to do so, or from the dropdown here I can select one of our already existing memberships and it will include that membership in the trigger when taking into account the next action.
So what I can do here is I could select this for our small group personal training membership our SGPT membership, our platinum membership and our online training membership. And how quickly do we want the trigger to go off? If we set that to zero it will be going off instantaneously.
If we set that to one it would then look to go off the next day. Now we get an option box here to tick to apply to memberships added by Quoox Demo Gym. So this would be if the member hasn’t purchased a membership themself and it’s been added by the, by one of the trainers, for example, onto their profile.
We’re gonna leave that ticked for this example and we’re gonna press save. Now, what we can see is, we’re now brought to a new tab for triggered actions.
Now what we’ll get here is a dropdown where we can select what we want to occur next once they’ve added that membership to their profile. So in this example I’m going to go with an email message here. As you can see, we do get a multitude of options that gives you a great degree of control over what they do and don’t receive.
So we can select email message here and we can add action. Now, very similar to other areas of the system, we can create our email here and set when we want this to go out, very similar to our scheduled broadcasts.
So for example, here I’m gonna put in the name ebook, new membership. Do we want to put a delay on this email going out? We don’t want a delay, we want a target time, and we’re gonna set that between AM and PM. Now we can put a subject title for our email. This is what the member will see when they receive it. So we can put, welcome to the gym, here’s your ebook on us.
And what we can do here is we can include an attachment and that might be where we decide to include the ebook as a PDF or potentially as a Word document or whichever method you choose to do so. We can also create the text of our email here that the member will see and receive.
So we can put, hi, thank you for joining. Thank you for joining. Please see the attached ebook. It gives you all the needed information about our gym and how to use it safely, and we can save that down here.
Now, once we’ve saved that, we’ve got a switch on here. As we can see it’s currently suspended. We need to select that, and as we see, that would now be active and keep that suspended just for the example. And we’re gonna go back to my configuration here of the trigger just to make sure that that’s all in place as how I put it. And I’m gonna press save here.
Now, what that has done is added a new trigger into our system that we will need to turn on.
So to find that trigger I’m just going to scroll down here very quickly. Member has added a new membership, send ebook content.
If we follow that along, we can see we’ve got a switch here as it’s currently suspended. I can turn that on and that trigger will now be active and automatically run the background, saving you a bit of time when it comes to having to monitor each member and if they potentially added a new membership. That’s just something to give you an idea of the capabilities of the triggers within the system.
They do have a really great array of functionality and what they can actually do for you automatically in the background and automate a great deal of processes.
Thank you for watching today’s episode on Quoox University.
We look forward to seeing you next time.
