This release, published 29 February 2024, brings the following updates:
- New credit allocation and usage functionality in FitnessHub
- A new “add note” action for Triggers
- Three new triggers:
- Members > Sessions > Check-in via Kiosk
- Members > Payments > Membership Payment Succeeded
- Members > Memberships > Membership Credits Allocated
- Added the ability to select a template wrapper when sending a standard email via Scheduled Broadcasts
- Added new merge fields for memberships for use in triggers
New credit allocation and usage functionality in FitnessHub
Some members struggle with understanding their credit availability/usage, particularly when their memberships comprise a complex multi-session allocation.
To assist members with this, the membership functionality within Fitness Hub has been extended to show the allocation of credits and their usage. So, now, if a member has “run out of credits”, they can see quickly & easily where they have used them.
The “My Memberships” option from the “My Account” menu has been changed to “Memberships/Credits”. More information is displayed for each membership, including the payment recurrence and the credit issue recurrence.
Clicking the “View Credits” button against a membership takes the member to the list of credits issued within (or valid within) the last 90 days and issued by that membership. Clicking the “View Ad-hoc Credits” button takes the member to the listing for ad-hoc credits they have purchased or were allocated.
For each credit allocation, the member can see their allocation, the number remaining, and the validity information for the credits (dates, sessions, and venues).
Clicking the “View Usage” button against a particular credit allocation takes the member through to a listing of the sessions they booked using the given credit allocation. They can see the information for each session, including their booking status. This also shows the member if they were recorded as a “no show” or a “late cancellation”.
New Trigger Action
A new trigger action of “Add note” has been created. This may be used for both lead and member triggers.
The note action could be handy for recording information, such as a payment link having been completed.
New Triggers
Three new triggers have been added as part of this release.
Members > Sessions > Check-in via Kiosk
This trigger occurs when a member checks in to a session via the self-check-in kiosk. The trigger may be controlled by the session type, venue, and/or whether the member has any outstanding payments. For example, you could use this to raise a system alert if a member checks in and has an overdue membership payment.
Members > Payments > Membership Payment Succeeded
This trigger occurs when a membership payment has succeeded. You could use this trigger to email a member to tell them their next payment cycle has been completed successfully and to remind them when their next credits will be issued.
Members > Memberships > Membership Credits Allocated
This trigger occurs when membership credits are allocated to a member. The trigger can be controlled by the membership type, and whether it is the first or subsequent issue of credits. This trigger could be used to email members to advise them that they have their new credit allocation, and that they are available for their use.
Note: As some of these triggers will fire with great frequency, we suggest careful considering of their deployment. You should avoid bombarding your members with too many messages, as this may result in them unsubscribing.
Scheduled Broadcasts
A new option has been added to Scheduled Broadcasts for when sending “Standard Email”. Now, as with the message centre, it is possible to select the wrapper template to use with the email. This includes the “plain text” format, for closely simulating a traditional “hand-typed” email.
As with the message centre, the default template will be that set as the “base template” in system templates.
New merge fields
New merge fields have been added to the “current membership” object for use in triggers. The new merge fields are:
[[CURRENTMEMBERSHIP.NEXTCREDITSSHORTDATE]] – The next credit issue date (short format)
[[CURRENTMEMBERSHIP.NEXTCREDITSLONGDATE]] – The next credit issue date (long format)
[[CURRENTMEMBERSHIP.NEXTCREDITSDAYNAME]] – The next credit issue date day name
[[CURRENTMEMBERSHIP.CREDITRECURRENCE]] – The recurrence description for credits
[[CURRENTMEMBERSHIP.NEXTPAYMENTSHORTDATE]] – The next payment date (short format)
[[CURRENTMEMBERSHIP.NEXTPAYMENTLONGDATE]] – The next payment date (long format)
[[CURRENTMEMBERSHIP.NEXTPAYMENTDAYNAME]] – The next payment date day name
[[CURRENTMEMBERSHIP.PAYMENTRECURRENCE]] – The recurrence description for payments
These fields can be employed in, for example, the “membership added” trigger to clearly explain to members their payment and credit cycles. This can be particularly useful when a member’s credit allocation is on a different schedule to their payment schedule (E.g. Payment is on the 1st of every month, but credits are issued every 28 days).
