The list below covers all of the available actions in the Automator including how to set them up.
You can have as many actions run simultaneously within one automator workflow. For instance, you can add a customer tag, add a hidden plan and send an email to the customer in the same flow.
Actions:
Send Email
Send email triggers an email to be sent either to the customer, a designated email address or both. The email content will need to be populated in HTML and you can read more about how to do this here.
Send SMS
This will send a text message to either the customer or the referrer. This option is only available if you have requested we active the SMS service for you. SMS fee's are billable per SMS and are invoiced quarterly at 5p per message.
Send Voucher By Email
This is a similar action to the Send Email with the addition of a voucher discount code. The discount code will need to be generated before the creation of the workflow. You can read more about how to create a voucher code here. We recommend creating a voucher code that is difficult to guess (this voucher code will not ever be used but instead be a template we copy from every time this action is triggered). The voucher code is a 6-8 alphanumeric unique code. Make sure you add the variable to your email: {{voucher_code}} - wherever you place this, we will output this unique code.
Update Metafield - this is an advanced action that we recommend contacting support@codexfit.com if you're wanting to update a customer's metafield first.
Update Username
If you need to automatically generate and add usernames for live stream classes and chat features. This is primarily used if you are creating a customer account in the admin dashboard and don't want to type one (therefore having CodexFit make one for you) or if you use a single-sign on mechanism that doesn't feed in a username. This action tends to be more advanced so please contact support@codexfit.com if needed.
Add Points
This action will add points to a customers account, you can designate the type of points and how many will be added. This is useful for referral or loyalty programmes.
You can also decide if points will go to a certain pot of points. This can be useful if you want to encourage customers to earn points and when they reach a certain level, to issue a reward while also possibly having another pot of points that accumulates at a different rate and also earns rewards at a different level.
For instance, imagine customers earn a pot of points called milestones. They may earn 1 point per class they attend and then at different numbers of points (i.e. 10 points, 100 points), they earn a reward.
Meanwhile, there is another pot of points called referrals. They may earn 1 point per customer they refer and after 5 points, they earn a specific reward.
Add Tags
This will add a tag to the customers account, you will need to create the tag before setting up the workflow and add the tag handle. You can read more about how to create tags here. Make sure you type the tag exactly as you have set it up.
Remove Tags
This action will remove tags from a customers account. You will need to add the exact tag you would like to remove.
Add Note To Customer
Add a customer note to a customers account. This can be useful for late cancellation or no show fees to keep a record of how many fees the customer has been charged and can include an event ID for future reference (see variables available).
Send Password Reset
Send a password reset email to a customer. This is useful to setup alongside the condition "customer password" does not equal and leave the value empty. If you use both in combination and a front of house or admin creates an account in the dashboard for a customer when they maybe first visit a studio, the action will send the customer an email asking them to set their password.
Add Plan
Add a plan to a customers account, you will need to create the plan you are wanting to add before creating this workflow. You can read more about how to create plans here. This action will charge the customer the applicable join fee and on-going fee if it is not free.
Add Product
This action is useful to charge a customer for late cancellation or no show. You must first setup a product (follow this guide). Then you select to effectively buy this product for this customer whenever the action and condition is met. Imagine you offer an unlimited plan and want to charge customers for no show or late cancellation, you could setup an automator with the event customer no show, a condition to look for a specific plan handle with this action (and maybe adding a note to a customer's account) alongside an email to the customer warning them about the action being taken.
Add Free Credit Bundle
Add a free credit bundle to a customers account by using the bundle handle. You will need to create the bundle before creating this workflow, you can read more about how to do this here. This will discount whatever the bundle cost to zero (and will show as "system" in the payment methods if a report is run).
Update Event Properties
This will allow you to update most aspect of an event but is an advanced action.
Issue a Gift Card
This will create a gift card and automatically send it to the customer. Note, this gift card will show up as an order that has been discounted by 100%.
Send Survey Request
You can setup surveys and send these to the customer automatically using the Automator. Read more about that here.
Notify Customer
If you select this, a customer will be sent a notification. Read more about notifications and its uses here.
Example 1
If a customer has booked into their 50th class you surprise and delight them with an email and add a FOH visible tag to give them a free t-shirt when they attend their class. Using the event Customer Booked, you could then setup a condition to be Customer Total Unique Bookings are filtered by = to a value of 50.
The actions would be:
Send Email
Add Tag
Example 2
A customer has successfully referred 3 friends to register, you can add points to their account as well as a tag to tell FOH. Using the Customer Referral Count event and condition with a filter of = and a value of 3. Read more about how to setup the referral programme here.
The actions would be:
Add Points
Add Tag