Automations for everyday follow-ups

Explore birthday greetings, class reminders, membership renewals and form follow-ups. Choose a recipe and adapt it to your organization.

Birthday wishes

Send a birthday greeting on the participant’s birthday.

Birthday offer

Send a promotional message seven days before a birthday.

Reconnect with inactive clients

Reconnect with clients after 180 days of inactivity. Choose the audience and personalize your message.

Before your first class

Send preparation instructions one day before an activity begins.

First-class no-show

Reach out to new participants marked absent at their first class, the moment you are most likely to lose them.

Class reminder

Remind participants one day before each class occurrence.

Absence follow-up

Contact participants marked absent one day after their class.

After-program follow-up

Follow up one day after an activity ends. Customize the message with your feedback form.

Re-enrol for next session

Invite session registrants to sign up for the next session seven days before theirs ends.

Certificate at program end

Send each participant their own certificate one day after the activity ends.

Membership renewal reminder

Remind members fourteen days before their membership expires.

Welcome new members

Welcome members on the day their membership begins.

Form date reminder

Send a reminder one day before a date collected in a form. Choose the form and date field during setup.

Recover an abandoned form

Follow up one day after a form is abandoned. Select the form and personalize the reminder.