Fit Pro Tracker has enabled the integration of automation based on defined triggers that enhance the available options in our billing system.
This feature is available to Fit Pro Tracker users. You can only select one type of automation source: Mindbody or Fit Pro Tracker.
Note: If the New Automation tab is grayed out, this means you will need to ask any user with Owner Type access to grant you this access.
To add a new automation, follow these steps:
Click on the New Automation tab.
Enter the name of the automation.
Toggle on if you want your automation to be active, or toggle off if not.
4. Select Fit Pro Tracker as your source.
5. Then, click on the Add Action tab.
6. Click the dropdown button. Select the name from the list of actions and choose the target action:
a. Add contact to the campaign and select the campaign
b. Move contact to a group and select the name of the group and sub-group
c. Assign a tag to a contact and select a tag
d. Assign the contact to staff and select the staff
e. Set up Staff Notification. Select if you want an email os SMS notification and who will be the recipient.
Note: Not all automation has the option for Staff Notifications.
After adding the name of the action and its target, click the Save button beside the X button. Then, you can add another action if needed.
Once you have completed the actions, click Save Automation to complete the process.
You have the ability to edit or delete the action if there are changes. You can also add an action if needed.
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