“Event Triggers” is a module within the Quoox GMS Ultimate system. It provides a wealth of powerful workflow automation, enabling small group training gyms and fitness studios the ability to operate their business effectively and profitably.
What is Triggers?
In a nutshell, Triggers is an extremely powerful “triggered action engine”. As a Quoox user, you define an “event” (E.g., x sessions attended) and criteria (E.g., 25x small group sessions), alongside one or more actions that you wish to happen. These might range from sending an email; to assigning a nurture program; to changing a members journey point.
The number of ways in which triggers can be used & configured is almost limitless. Triggers may be “stacked” (I.e., multiple triggers of the same type configured), and resulting actions are unlimited.
Adding the Event Trigger functionality to your Quoox subscription
Event Triggers forms part of Quoox GMS Ultimate, and is automatically included in all Ultimate subscriptions.
To enquire about upgrading to Quoox GMS Ultimate, please contact your account manager by raising a support ticket within Quoox.
What Triggers are available?
There are dozens of different triggers available, which link from hundreds of different trigger points within the system. There are trigger points for all key events, and each trigger may be further configured to match the desired scenario.
The triggers presently available include:
- Leads
- Creation and conversion
- Lead created
Occurs when a lead record is created - Lead converted
Occurs when a lead is converted to a member - Lead ingested from Meta
Occurs when a new lead is imported from Meta
- Lead created
- Campaigns
- Lead campaign sign-up
Occurs when a lead is subscribed to a campaign
- Lead campaign sign-up
- Appointments
- Lead appointment booked
Occurs when a lead books an appointment - Lead appointment cancelled
Occurs when a lead cancels their appointment - Lead appointment attended
Occurs when a lead appointment is marked as attended
- Lead appointment booked
- Assignments
- Lead call scheduled
Occurs at the point a call with a lead is scheduled
- Lead call scheduled
- Creation and conversion
- Members
- Creation and conversion
- Member sign-up
Occurs when a new member record is created
- Member sign-up
- Memberships
- Membership added
Occurs at the point a membership is assigned to a member - Membership cancelled
Occurs at the point that a membership is marked for cancellation - Membership started
Occurs overnight on the day that a membership commences - Membership ended naturally
Occurs when a membership expires naturally (I.e., excludes cancellations) - Membership ending
Occurs overnight as a membership approaches its end date - Membership anniversary
Occurs a given number of days after the membership start date
- Membership added
- Sessions
- Booking count has fallen to x
Occurs when the number of members booked onto a session drops to a given number - Booking count has risen to x
Occurs when the number of members booked onto a session rises to a given number - Session booked
Occurs when a session is booked by/for a member - Session booking cancelled
Occurs when a member cancels their session booking - Session attended
Occurs when a member is marked as having attended a session - x sessions attended
Occurs when a member has attended x eligible sessions - x lifetime sessions attended
Occurs when a member attends their nth session (any session) - Attended a new session type
Occurs when a member attends a new session type - Booked a new session type
Occurs when a member books a new session type - No show
Occurs when a member is marked as a ‘no show’ for a session - Member attendance lapsing
Occurs when a member hasn’t attended a session in a given period of time - x sessions cancelled
Occurs when a member has cancelled x sessions within a given period - x no shows
Occurs when a member has failed to show up for x booked sessions within a given period
- Booking count has fallen to x
- Achievements
- Achievement logged
Occurs when a new achievement is logged by/for a member - File uploaded
Occurs when a member uploads a file for review - Weight change logged
Occurs when a new weight change is logged by/for a member - Myzone rank changed
Occurs overnight when a member’s Myzone rank has changed - Workout completed
Occurs when a member logs an XRcize workout as complete - Myzone move logged
Occurs when a Myzone move is received from Myzone - Bodyhop logged
Occurs when a new Bodyhop is logged by/for a member
- Achievement logged
- Metrics
- Sleep below x for y days
Occurs when a member’s sleep is below x for y consecutive days - Activity below x for y days (Calories)
Occurs when calorie burn is below x for y consecutive days - Activity below x for y days (Minutes)
Occurs when minutes activity is below x for y consecutive days - Member spend has exceeded (Amount)
Occurs when a member’s spend in a period exceeds x
- Sleep below x for y days
- Anniversaries
- x anniversary of joining
Occurs overnight on the member’s joining anniversary - Birthday
Occurs overnight on the member’s birthday
- x anniversary of joining
- Forms & Questionnaires
- Form completed
Occurs when a lead or member complete a form/questionnaire
- Form completed
- Payments
- Card expiring
Occurs when Stripe advises a member’s card is expiring - Direct debit mandate cancelled
Occurs when a member cancels their Direct Debit mandate - Membership payment failure
Occurs when an automated membership payment fails - Card added
Occurs when a member adds a new payment card - Direct debit mandate added
Occurs when a member adds a new Direct Debit mandate
- Card expiring
- Communications
- Message received
Occurs upon receipt of a message in the message centre
- Message received
- Assignments
- Mentor assigned
Occurs when a new mentor is assigned to a member - Journey point changed
Occurs when a new journey point is assigned to a member - Status changed
Occurs when a member’s status is changed - Injury recorded
Occurs when a new injury is recorded - Member call scheduled
Occurs at the point at which a call with a member is scheduled
- Mentor assigned
- Credits
- Running out of credits
Occurs when a member is running low on credits
- Running out of credits
- Checks and blocks
- Document check expiring
Occurs when a document check is due to expire - Session booking block applied
Occurs when a session booking block is automatically applied
- Document check expiring
- Creation and conversion
- General
- Store
- Inventory count low
Occurs when an inventory count becomes low - Store order placed by member
Occurs when a store order is placed via FitnessHub
- Inventory count low
- Store
What actions may be assigned to a trigger?
There are 20 different action types that may be assigned to a trigger. These include:
- Add member tag
Assigning a specific tag to a member record, if they do not already have it. - Archive member
Archives a member record. - Assign a mentor
Assign a specific mentor to a member. - Block member bookings
Prevent the member from being able to make any further bookings for a period of time. - Cancel all pending triggers
Cancels all forthcoming delayed trigger steps for the given member or lead. - Cancel nurture program
Cancels the given nurture programs for the member or lead. - Credit Pack
Assign a member a credit pack. - Email message
Send an email message to a member or lead. - Fitflix Video
Assign a Fitflix video(s) to a member. - Form or Questionnaire
Assign a form or questionnaire to a member or lead. - Immersive email message
Send an immersive email message to a member or lead. - Library Document
Assign an uploaded document to be available to a member. - Nurture Program
Assign a pre-written nurture program to a member or lead. - Push alert
Send a push alert message to a member. - Raise a system alert
Raise a custom alert in the Quoox system messages area. - Remove member tag
Removes a given tag (if present) from a member record. - Schedule a call
Schedule a call for an employee with a member or lead. - Send a message to employee(s)
Send an email; text message; or push message to an employee or group of employees. - Set journey point
Assign the member a particular journey point. - Set member status
Set the member as having a particular status. - SMS message
Send an SMS text message to a member or lead. - T-Minus nurture program
Assigns a reverse-timed nurture program to a member or lead that counts down to a given event. - Task or Reminder
Assign a new task or reminder to an employee or group of employees. - XRcize Session
Assign a new online XRcize session to a member.
When are triggered ‘fired’?
The majority of triggers are evaluated/’fired’ at the moment that the triggering event occurs. For example, when a member books a session, all of the triggers relating to session bookings are assessed immediately at that point. For triggers where the criteria match the scenario that has occurred, the trigger is then queued to be actioned (which typically happens pretty much immediately).
A small number of triggers are ‘scheduled’ as they cannot be triggered upon a specific event. These triggers include:
- Membership started *
- Membership ended naturally
- Membership ending
- Myzone rank changed
- Myzone move logged **
- Sleep below x for y days
- Activity below x for y days (Calories)
- Activity below x for y days (Minutes)
- x anniversary of joining
- Document check expiring
These triggers are typically assessed sometime after midnight on a nightly basis.
* The Membership Started trigger is an exception and fires around 11 pm. This was previously set to midnight but has been moved until the end of the day to ‘capture’ memberships that were added with an immediate start.
** The Myzone trigger is an additional exception, as sometimes Myzone moves are received during the day. However, as this cannot be guaranteed, a process pulls Myzone move data on a nightly basis (sometime after 4am), and then processes triggers for any new Myzone moves that are received.
