Membership notifications

Avatar
Altegio
Follow

Altegio allows you to improve provided service and notify customers about balance changes, inform about current and debited number of sessions, as well as notify customers about the end of the subscription period.

There are two types of subscription notifications in the system:

To configure subscription notifications:

  1. Go to Chain > Loyalty > Membership types section
  2. Click the name of the membership needed.
  3. Go to the Notifications tab.

Screenshot_406.png

In this tab you can configure whether to send the notifications for this membership type.

You can send these notification types via SMS only.

To send SMS, it is necessary to make an agreement with an SMS aggregator. Connecting and working with each aggregator are described in the articles on integration with SMS providers.

End of subscription notification

This notification type allows you to inform the client that the validity of the subscription is coming to an end.

Configuration

1. By default notifications are disabled, you will need to change the setting to Allow.

2. Notification templates:

  • We remind you of the imminent end of the subscription. Remaining visits: %VISITS_LEFT%.
  • We remind you of the imminent end of the subscription. End date: %EXPIRATION_DATE%.
  • We remind you of the imminent end of the subscription. Remaining visits: %VISITS_LEFT%, end date: %EXPIRATION _DATE%.
  • Your own template. Maximum number of symbols - 255 symbols.

3. Notifications will be sent for two events:

  • Submit before expiration date. The notification will be sent when the number of days before membership’s expiration will equal to the setting given.
  • Submit before the end of sessions. Notification will be sent when the amount of visits (services balance) in the membership equals to the number indicated.
    Notification will be sent 24 hours after the event. It’s done so that the notification wouldn’t come right after the visit when the client is still talking to the administrator.

Settings can be switched on simultaneously. In that case notifications will be sent each time one of the events triggers it.

Screenshot_407.png

What to know about notifications:

  • Notification will be sent between 9AM and 9PM of the location’s time setting. If the notification should’ve been sent outside of this time then it will be sent at 9AM the following day.
  • The same notification can be sent more than once, for instance, if the amount of sessions or duration were changed manually. 
  • Notification will be sent according to the last use of membership.
  • Notification will be sent from the name of the location where this membership was sold.

Subscription cancellation notification

This notification type allows you to inform your clients about the current subscription balance after each visit.

Configuration

1. By default notifications are disabled, you will need to change the setting to Allow.

2. Notification templates:

  • Thank you for being with us. Written off visits: %VISITS%. Remaining visits: %VISITS_LEFT%. Subscription end date: %EXPIRATION_DATE%.
  • Thanks for visiting. Written off visits: %VISITS%. Remaining visits: %VISITS_LEFT%.
  • Thank you for visiting %VISIT_DATE%. Written off visits: %VISITS%. Remaining visits: %VISITS_LEFT%.
  • Your own template. Maximum number of symbols - 255 symbols.

What to know about notifications:

  • Notification will be sent from the name of the location where this membership was sold.
  • The notification will be sent at once the appointment is paid by a membership or automatic debiting. The notification will not be sent, if the balance is changed manually.
  • Notifications will be sent to the client's phone number.
      • In the case of visitors — to the phone number of the membership holder.
      • In the case of a family membership — to the phone number of the client who attended the event.

If there are checkboxes marked in the End of subscription notification (Submit before expiration date, Submit before end of visits ), then the notification can be sent three times. The first one will be sent when the expiration date is approaching. The second one will be sent when the number of visits (sessions) is coming to an end. The third one will be sent after visiting your location.

Comments