Product Automation - Automating Content Delivery and Meal Plan PDFs on Purchase of a Product

Accepting payments with Stripe Integrated Payments allows you to seamlessly automate your operation to scale. You can quickly subscribe a client to a Master Program, Add-on Program, copy a program into a client's custom program directly, or attach a meal plan PDF. With Product Automation, you can set these automations to occur on either the client's First Purchase or the Product Start date. 

 

In this article:

Automating Content Delivery

  1. On the web app, visit Payments > Products
  2. Create or edit a Product and click "Set Up Automation"

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  3. Choose how to deliver your content

First Purchase

First Purchase automation will run for new clients purchasing their first product. Any automation you've set up under this option will run immediately once the client has purchased and paid for their product.

First purchase automation does not run for existing clients. If an existing client (i.e. already added to the account, even as a basic or deactivated client) purchases a product, only product start automation will run. 

 

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Product Starts

Product Starts automation will run for both new and existing clients on the selected start date for the product.

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The product start date is decided by either:

a. Manually selling the product to a client 

b. The "When client self-purchases, product starts on" option for the Product. This setting applies to clients who will either be self-purchasing your product via Product/Checkout Links or via your Trainerize.me.

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Automate Subscription to Master Programs

There are three ways to automate subscribing your clients to Master Programs:

  1. Subscribing Clients to a Main Program

  2. Subscribing Clients to Add-on Programs

  3. Subscribing to Clients to Add-on Programs via Groups

Please Note: In order for programs to show up in the 'select a program' dropdown list they must be in the Master Programs > Shared Folder.

1. Subscribing Clients to a Main Program:

While clients can be subscribed to multiple Add-on programs at once, they can only be subscribed to one Main Program at a time. You can think of the Main Program as the client's primary training program.

When setting up Product Automation for Main Program, ensure that the product you are automating is a 'Main Product'. Add-on products do not have the 'Subscribe Main Program' automation option. 

For a refresher on Main Products vs Add-on Products, visit our help article: Main Products vs. Add-ons

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Please Note: If you have set up both First Purchase and Product Starts automation to subscribe a client to a Main Program, on the product start date the Main Program they were subscribed to when they first purchased the product will be overwritten by the Product Starts automation. In this case, it's usually best to choose one of First Purchase, or Product Starts automation, but not both.


2. Subscribing Clients to Add-on Programs

The Subscribe Add-on Program automation option allows clients to be subscribed to multiple Master Programs as Add-On Programs (in addition to their Main Program). 

You can think of Add-on Programs as programs that might supplement their Main Program (such as mobility, warm-ups, at-home workouts, etc). You can get creative with your Add-on Programs and use them however you would like! 

When building the Product Automation, you can subscribe a client to up to 20 additional Add-on Programs on either or both First Purchase and Product Starts automation, for a total of 40 Add-on Programs!

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3. Subscribing to Clients to Add-on Programs via Groups:

You can also subscribe clients to Add-on Programs by having Product Automation set up to have the client Join Group(s) that have Attached Master Programs.

Group with an attached Master Program will subscribe any client added to the group to the program as an Add-on Program instead.

You can have clients join up to Three Groups with both First Purchase and Product Starts Automation, totaling six possible Groups and Add-on programs per product.

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Final Breakdown:

So how many programs can you subscribe clients to with a single product using product automation? Well, here is a breakdown:

Main Program (One Total):

  • Using either First Purchase or Product Starts > Subscribe Main Program
  • If both First Purchase and Product Start automation are used to subscribe a client to a Main Program, the Product Start automation will overwrite the First Purchase automation

Add-on Programs (46 Total):

  • Subscribe to Add-on Program (40)
    • 20 via First Purchase  > Subscribe to Add-on Program
    • 20 via Product Starts > Subscribe to Add-on Program
  • Join Group (Six)
    • Three via First Purchase > Join Group
    • Three via Product Starts > Join Group

 

Automate Attaching a Meal Plan PDF

  1. On the web app, visit Payments > Products
  2. Create or edit a Product and click "Set Up Automation"
  3. Attach your meal plan PDF

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Note: You can only assign one Meal Plan PDF per client.

 

Main Product vs Add-on Product Automation

The automation options for both Main Products and Add-on Products are similar, with a few key differences:

  1. There is no 'Set client type' automation option for Add-on Products. If a client purchases an add-on product they are automatically added as a full-access 2-way messaging client. 

    Note: Clients can only purchase an add-on product individually when Membership Control is turned off. If Membership Control is turned on, the client must have a Main Product before purchasing an Add-on Product, and thus client type automation can be set up for the Main Product.

  2. There is no 'Subscribe main program' automation option for Add-on Products. The only option is to automate subscribing clients to Add-on Programs.

    Main Program subscription can only be automated through Main Product automation. 

 

Making Changes to Product Automation

If changes to the automation settings are made for an active product, the changes will affect previous purchases where the automation has not run yet. 

For example, changing the product end automation for an original product will apply to all active client products that have not yet expired.

When adjusting the automation settings for an active product that has been sold to clients, the following message will appear: 

 


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