Skip to main content

Marketing Automation + - Triggered Messages

As part of Marketing Automation+, you'll find a range of them ready to use.

Written by Nathan Adler

1. Pick a Trigger Type

New Message shows every trigger available for your system: booking reminders, booking and cancellation confirmations, waitlist alerts, activity reminders, and more. The exact list depends on your LMS.

Title: Trigger message types available under New Message - Description: Trigger message types available under New Message

Trigger message types available under New Message

2. Set the Rule

Give your campaign a name and set the timing — for example, one hour before a booked session. Then choose your audience: send to all bookings for all users, or filter using rules such as event type, activity group, or location (depending on your system) to target specific sessions only.

Title: Setting the reminder timing and audience rules - Description: Setting the reminder timing and audience rules

Setting the reminder timing and audience rules

3. Build the Message

From here it's the same message builder as any other campaign, except Merge Fields now pull straight from the booking itself — things like the event name and time. So "Please don't forget your [Event Name] is today at [Booking Time]" personalises itself automatically for every booking.

Title: Merge fields pulling in the event name and time - Description: Merge fields pulling in the event name and time

Merge fields pulling in the event name and time

4. Set the Schedule

Triggers are usually started immediately and left running forever, though you can set an end date if needed. Delete Messages After controls how long the message stays in a member's inbox — handy for time-sensitive reminders, for example deleting it a day later to avoid confusion. The Delivery Summary confirms exactly what you've set up before you activate.

Title: Scheduling and the Delivery Summary - Description: Scheduling and the Delivery Summary

Scheduling and the Delivery Summary

Once activated, every future booking that matches your rule triggers the same message automatically.

Any questions about triggered messages, jump on the live chat in your Cockpit.

Did this answer your question?