Auto-messages are custom in-app messages that you can schedule into a Master Program or Client's Program. These messages deliver an instant dose of motivation straight into the palm of your client's hands- exactly when they need it most.
Use auto messages to:
- Remind clients about upcoming workouts or classes.
- Help nutrition clients hit their calorie or macro goals with tips on meal planning.
- Teach clients how to turn healthy actions into lifelong habits.
- Upsell clients to another product at the end of their program.
- Enhance the personal training experience with high-energy, motivational messages.
How to Schedule Program Auto-Messages
Auto-messages can be scheduled from your Master Program or Client's calendar. The process is the same as scheduling other events on the Master Program calendar, such as workouts, cardio activities, body stats, etc. Any clients subscribed to the Master Program will have the auto-message sent through the messenger on the program date and time specified. Auto-messages scheduled from a Client's calendar directly will only be sent to that specific client.
Follow the steps below to schedule an auto-message for your Master Program:
- Navigate to the Master Libraries > Master Programs tab from the left-hand menu.
- Select the Master Program you want to add an auto-message to. Navigate to the Master Programs Calendar tab.
- Click any day on the calendar to add an auto-message.
- In the pop-up dialogue, select Auto Messages.
Customize your auto-message by:
- Choosing a name for the message sequence (this is only visible to trainers)
- Typing the message you would like to sent to clients
- Choosing the time of day you would like the message to be sent (messages are delivered in clients local time)
Tip: make sure to check out the auto-message options from the text box menu! You can add auto fields to address clients by first name, last name, or first and last name. You can also add a photo, attach a file, send emojis, share product links or share appointments right within the auto-message!
Please note that we have a known issue with the emoji search bar. The search bar is not functioning properly when searching for an emoji. Instead, use the scroll bar to find the emoji you wish to add.- Once you've customized your auto-message, click Schedule.
- Before adding the auto-message to the program calendar, you can set up repeat options for the message. This will send the message at the same time at the frequency that you choose.
- Once finished, click Add to schedule the auto-message onto your Master Program calendar.
Editing and Deleting Auto-Messages
Once scheduled, Program Auto-Messages can be edited or deleted by selecting the auto-message on the calendar and choosing the option in the upper right-hand corner:
Note that auto-messages set up to repeat in a sequence cannot be mass-edited. To edit or change a repeating auto-message, the messages will need to be deleted and re-scheduled.
Who Do Auto-Messages Come From?
Auto-messages will always appear as if they are sent by the client’s assigned trainer, regardless of who originally scheduled them. For example, if an Account Owner schedules an auto-message on the Master Program calendar, the message will be sent from the assigned trainer’s account for any clients subscribed to that program.
