How do I customize the Automated Messages and Events?

You can customize many of the Auto Messages and Events that engage your clients regarding important events and reinforce client use. 

  • Login to your Trainerize web account
  • Click on "My Account" in the bottom left hand corner
  • From the My Account menu click on "Auto Messages And Events"

 

Invitation E-mail

The first message a client receives when they are added is the "Invitation E-mail". This is not customizable as this is a basic requirement to have your client setup their password and download the mobile app.

You can preview the message by clicking on the "View sample" text.

 

Welcome E-mail

This is the first customizable automated message. This message is optional as you can either turn this "On" or "Off" by way of the button to the right. By default it is "Off".

To customize the email:

  • Click "Customize text" (envelope icon)
  • A dialogue box will appear
  • Customize the Subject Line
  • Customize the Body of the email
  • You can insert "Auto-Fields" by clicking on "First Name" and/or "Last Name" to insert these into the body of your Welcome E-mail. You will see {firstName} or {lastName} when they are inserted. This will automatically insert your client's First and/or Last name into the body of the email where they are placed when the email is sent to a client.
  • Click "Save"

(Note: The Subject Line and Body of the email we provide can be fully customized. We suggest you read through it carefully to ensure that you make adjustments to fit your business process. This is example text.)

Attachments

  • You can attach up to 4 PDF documents by dragging and dropping them on to the available slots. These attachments will be sent with the Welcome E-mail!
  • We have attached a generic PARQ for you to use in the first slot. If you wish to delete this PDF or any others - click on the "X" button of any file uploaded.
  • If you delete the PARQ for PDF by mistake you can download a new version at the bottom of this article.

  

E-Consultation Form

You can automatically send your clients an E-Consultation Form to gather workout habits, experience and answers to other questions not covered in the PARQ form. From here you can either turn this "On" or "Off" by way of the button to the right. By default it is "On".

You can preview the E-Consultation Form by clicking on "View form" text. You can customize the E-Consulation form with your own questions and answers. See our related help article - How do I customize the client consultation form?

 

Automated In-app Messages

You can automatically send your clients various Automated In-app Messages to help reinforce client use, help with accountability, support and encourage and some general reminders. From here you can either turn these "On" or "Off" by way of the button to the right. By default these are "On". 

 

To customize any of the Automated In-app Messages:

  • Click "Customize" (blue text beside On/Off button)
  • A dialogue box will appear
  • Customize the Body of the message
  • You can insert "Auto-Fields" by clicking on "First Name" and/or "Last Name" to insert these into the body of your Welcome E-mail. You will see {firstName} or {lastName} when they are inserted. This will automatically insert your client's First and/or Last name into the body of the email where they are placed when the email is sent to a client.
  • Click "Save"

(Note: The Body of the messages we provide can be fully customized. We suggest you read through each one carefully to ensure that you make adjustments to fit your business process. These contain example text.)

 

Click on the link below to download the PARQ form. 

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