Understanding how and when your customers receive messages is key to managing engagement. This guide provides a clear overview of all customer-facing communications in our prebuilt automations, including text messages, in-app chats, and emails. You'll see exactly what gets sent and when, helping you align your outreach strategy.
Pre-requisite Pro-Tip
Only Wodify admins can access Wodify Workflows.
Lead Nurture
Goal: Get the lead to book a free trial class, intro appointment, or convert to a client.
Trigger: Lead is created as new
Communication: This recipe sends 1 email, 2 text messages (available in the US and Canada only), and creates 5 follow-up tasks for staff members.
Day 1 Email: Thank You For Your Interest in Location Name
Day 1 Text: Hi First Name, Thanks for reaching out to Location Name. Our team will contact you soon with info on our services. Feel free to reply with any questions!
Day 6 Text: Hey First Name, checking in again from Location Name. Are you still interested in taking advantage of that free session? No worries either way. Just let me know!
Goal: Inform the lead of what to expect and increase the show rate with reminders.
Trigger: Lead books a Free Trial Class
Communication: This recipe sends an email and text confirmation of the booked class as well as a 24-hour, 12-hour, and 1-hour reminder.
Confirmation Email: Your Upcoming Class at Location Name
Confirmation Text: Hi First Name. We can't wait to have you train with us. If you have any questions about your upcoming class, just shoot us a message.
24 Hour Email: Reminder: Your Upcoming Class at Location Name
12 Hour Text: Hey First Name, confirming your upcoming class at Location Name on Date at Time. We're excited to see you!
1 Hour Text: Your class is only an hour away. Arrive 10 minutes early so we can get you settled in. See you soon!
Goal: Inform the lead of what to expect and increase the show rate with reminders.
Trigger: Lead books a free intro appointment
Communication: This recipe sends an email and text confirmation of the booked appointment as well as a 24-hour, 12-hour, and 1-hour reminder.
Confirmation Email: Your Upcoming Intro Appointment at Location Name
Confirmation Text: Hey First Name! We can't wait to welcome you for your upcoming Intro Appointment at Location Name on Date at Time!
24 Hour Email: Reminder: Your Upcoming Appointment at Location Name
12 Hour Text: Hey First Name, we can't wait to meet you! If you have any questions, feel free to reach out.
1 Hour Text: Hey First Name, it's almost time for your intro appointment. See you soon!
Goal: The goal is for the lead to book a free trial class, intro appointment, or convert to a client.
Trigger: Lead is created as new from an incoming SMS
Communication: This recipe sends 2 text messages and assigns 5 tasks to staff members.
Day 1 Text: Hey! Thanks for contacting Location Name. A member of our team will reach out to you shortly to provide more information about our services and classes.
Day 6 Text: Hey First Name, checking in again from Location Name. Are you still interested in taking advantage of that free session? No worries either way. Just let me know!
Goal: The goal is for a lead to book another free trial or convert to a client by purchasing a membership.
Trigger: The Lead is signed into their free trial class.
Communication: This recipe sends 3 text messages, 1 email, and 4 tasks to staff members.
Day 1 Text: Hey First Name! Thanks again for joining me for a class and experiencing our community! How did you feel? Ready to take the next step in achieving your goals?
Day 1 Email: Thanks for Attending! Ready to take the next step?
Day 3 Text: Hey First Name! Checking in from Location Name to see how things are going. Are you ready to come in for another class?
Day 5 Text: Hey First Name! Hope I'm not being a bother, but I also don't want you to feel forgotten about after your intro class! Are you still interested in joining Location Name?
Goal: The goal is for a lead to book another free intro appointment or convert to a client by purchasing a membership.
Trigger: The Lead is signed into their free intro appointment
Communication: This recipe sends 1 text message and assigns 4 tasks to staff members.
Day 5 Text: Hey First Name! I hope I'm not being a bother, but I also don't want you to feel forgotten about after your intro appointment. Are you still interested in joining Location Name?
Goal: The goal is for the lead to re-engage and attend a free trial class.
Trigger: The lead is marked as a no show for their free trial class. This happens automatically 2 hours after class ends.
Communication: This recipe sends 2 text messages, 2 emails, and 3 tasks to staff members.
Day 1 Text: Hey First Name! I missed you in class today! Is there another time that works for you to come in and try a class?
Day 1 Email: We Missed You, First Name!
Day 4 Text: Hey First Name! We're here to help when you're ready. Still up for that free class?
Day 4 Email: Ready for Class, First Name?
Goal: The goal is for the lead to re-engage and attend a free intro appointment.
Trigger: The lead is marked as a no-show for their free intro appointment. This happens automatically 48 hours after the appointment ends.
Communication: This recipe sends 2 text messages, 2 emails, and 3 tasks to staff members.
Day 1 Text: Hey First Name! I missed you at your appointment! Is there another time that works better for you?
Day 1 Email: We Missed You, First Name!
Day 4 Text: Hey First Name! Still up for that free intro appointment? Let me know if you're ready to reschedule!
Day 4 Email: Ready to get started, First Name?
Goal: The goal is to maintain contact with a disqualified lead and encourage them to book a free trial class, free intro appointment, or convert to a client.
Trigger: The lead status is changed to disqualified. This is a manual change.
Communication: This recipe sends 2 text messages, 6 emails, and 1 task to staff members.
Day 30 Text: Hey First Name! Just checking in from Location Name! How has everything been going? Any interest in coming in to try a class?
Day 60 Text: Hey First Name! We know starting something new can be intimidating. Still interested in giving Location Name a try?
Day 90 Email: Hot take: Weight loss isn't everything
Day 120 Email: It's time to take action
Day 180 Email: No time? No problem!
Day 210 Email: Unleash your potential with Location Name's inspiring community
Day 270 Email: Simplify your life with these 5 meal prep recipes
Day 300 Email: Don't take my word for it
Client Nurture
Goal: The goal is for the client to stay engaged, attend regular classes and purchase a regular membership.
Trigger: A client is created with the on-ramp status.
Communication: This recipe sends 3 in-app chats, 3 emails, and 3 tasks to staff members.
Day 2 Chat: Hi First Name, Welcome to Location Name! I'm thrilled that you have decided to start your journey with us.
Day 5 Email: Does it ever get easier? A Perspective on your Fitness Journey
Day 7 Chat: Big high-five for completing your first week at Location Name!
Day 14 Email: Mastering the Lingo: Your Guide to Speaking the Language of Functional Fitness
Day 21 Email: Nurturing Your Healthy Habits: The 21/90 Rule
Day 30 Chat: You're officially 30 days in, First Name! I'm so proud of you and excited for what's to come!
Goal: The goal is for the client to stay engaged, attend regular classes and purchase a regular membership.
Trigger: A client is updated with the on-ramp status.
Communication: This recipe sends 3 in-app chats, 3 emails, and 3 tasks to staff members.
Day 2 Chat: Hi First Name, Welcome to Location Name!
Day 5 Email: Does it ever get easier? A Perspective on your Fitness Journey
Day 7 Chat: Big high-five for completing your first week at Location Name!
Day 14 Email: Mastering the Lingo: Your Guide to Speaking the Language of Functional Fitness
Day 21 Email: Nurturing Your Healthy Habits: The 21/90 Rule
Day 30 Chat: You're officially 30 days in, First Name!
Goal: The goal is to retain the client as an active member for 60 days as well as keep them engaged.
Trigger: A client moves from the On-Ramp status to the Active status.
Communication: This recipe sends 2 in-app chats, 3 emails, and 3 tasks to staff members.
Day 7 Email: 6 Tips to Improve Your Performance
Day 14 Email: Your Motivation for Reaching Goals
Day 28 Chat: Fitness is always better with friends by your side! Do you have friends who would love our community at Location Name?
Day 37 Email: Ever Have Those Days? Let's Turn Them Around!
Day 51 Chat: Hey, First Name! Take a moment and think about what you are most proud of accomplishing since joining us.
Goal: The goal is to retain the client as an active member for 90 days as well as keep them engaged.
Trigger: A client is created with the Active status.
Communication: This recipe sends 7 in-app chats, 6 emails, and 3 tasks to staff members.
Day 1 Chat: Welcome to Location Name, First Name! We're thrilled you're here!
Day 4 Email: Ignite Your Journey
Day 7 Chat: Hey First Name, Big high-five for completing your first week at Location Name!
Day 14 Email: 6 Tips to Improve Your Performance
Day 21 Email: Nurturing Your Healthy Habits: The 21/90 Rule
Day 28 Email: Track Your Progress for Success
Day 30 Chat: You're officially 30 days in, First Name!
Day 37 Email: Your Motivation for Reaching Goals
Day 51 Chat: Starting a new routine can be overwhelming, but it's always better with friends by your side!
Day 60 Chat: Congratulations on reaching 60-days at Location Name!
Day 67 Email: Ever Have Those Days? Let's Turn Them Around!
Day 81 Chat: Take a moment and think about what you are most proud of accomplishing since joining us.
Day 90 Chat: 90 days! Can you believe it! Your hard work shows. Now, let's set new goals and keep the momentum going!
Goal: The goal is to win back the client.
Trigger: A client's status changes to Inactive.
Communication: This recipe sends 2 SMS messages, 7 emails, and 5 tasks to staff members.
Day 30 Email: Reignite Your Fitness Journey with a Free Class and More!
Day 60 Text: It's been a few months since you visited Location Name and we miss you!
Day 90 Text: Hey First Name, hope everything's been going well since we last spoke! We miss having you in class.
Day 120 Email: 3 simple ways to get more movement in your day
Day 150 Email: How have you been, First Name?
Day 180 Email: Life Hack: 5 quick & healthy recipes
Day 210 Email: First Name, our best offer, just for you
Day 240 Email: We Miss You, First Name!
Day 300 Email: Overcoming the Restart Jitters: Your Journey Back to Fitness
Goal: The goal is to retain the client and keep them engaged.
Trigger: A client's status changes from Inactive to Active.
Communication: This recipe sends 3 in-app messages, and 4 tasks to staff members.
Day 14 Chat: Hey First Name, I wanted to check in and see how you're settling back in so far.
Day 39 Chat: We are so happy to have you back! How are you progressing so far, First Name?
Day 75 Chat: Hey First Name - just wanted to drop in and give you a virtual high-five!
Goal: The goal is to re-engage this client and retain them long term.
Trigger: A client has been marked at-risk and added to Retain.
Communication: This recipe sends 1 task to staff members.
No communication is sent in this automation.
Goal: The goal is to notify the client owner or all employees that this client has been retained.
Trigger: A client is removed from Retain, meaning they are no longer at risk.
Communication: This recipe sends 1 email to staff members.
Immediate Email: Congrats on Retaining Another Client!
Goal: The goal is to encourage the client to return for their next class or appointment.
Trigger: Triggers daily and checks for clients who have not attended in the last 14 days.
Communication: This recipe sends 1 in-app chat to clients and 1 task to staff members.
Immediate Chat: Hey First Name, it's been X days since we've seen you at Location Name. Hope to see you back soon!
Goal: The goal is to request a review from the client after their first 30 days.
Trigger: This recipe triggers when a client is created.
Communication: This recipe sends 1 email, and creates 1 task for staff members.
Day 30 Email: Help us spread the word
Goal: The goal is to send the client a monthly recap to keep them motivated and engaged.
Trigger: This recipe triggers on the second day of every month at 12pm ET.
Communication: This recipe sends 1 email.
Day 1 Email: Monthly Recap - Includes the following stats: number classes attended, increase/decrease from last month, most popular class time, total # minutes in class, current weekly streak.
Goal: The goal is to send the client a confirmation and reminders for their booked appointment and increase show rates.
Trigger: A Client books an appointment.
Communication: This recipe sends 2 emails, 2 in-app chats, and creates one task for the provider of the appointment.
Confirmation Email: Client - Your Upcoming Appointment at Location Name
Confirmation Chat: Hey First Name! Thanks for booking your appointment at Location Name.
24 Hour Email: Client - Reminder: Your Upcoming Appointment at Location Name
12 Hour Chat: Hey First Name! I'm looking forward to seeing you for your reservation on Date.
Goal: The goal is to send the client a reminder 30 minutes after class to sign-in if they have not yet done so.
Trigger: A client reserves a class.
Communication: This recipe sends 1 in-app chat to the client.
30 Min After Chat: Hey First Name! We noticed that you haven't signed in yet and wanted to send a quick reminder.
Membership Management
Goal: The goal is to provide the client with information tailored to their chosen membership.
Trigger: The client purchases a specific membership.
Communication: This recipe sends 1 email and 1 in-app chat to the client and 1 task to staff members.
Intro Email: Welcome to Location Name! Here's what's next...
Intro Chat: Welcome to Location Name, First Name! We're thrilled you're here!
Goal: The goal is to provide the client with notices leading up to the renewal date of their membership.
Trigger: An auto-renewing membership is purchased.
Communication: This recipe sends 2 emails to the client.
14 Day Prior Email: Your Membership Will Auto-Renew Soon
2 Day Prior Email: Final Reminder: Your Membership Auto-Renewal
Goal: The goal is to notify the client when their hold is about to end.
Trigger: A hold is added to a membership.
Communication: This recipe sends 1 in-app chat to the client.
2 Day Prior Chat: Your hold is ending soon. Please reach out if you have any questions. We're excited to have you back!
Goal: The recipe automatically adds a new pack to the client's account.
Trigger: A class pack membership expires without auto-renewing.
Communication: No communication is sent in this automation.
No communication is sent in this automation.
Attendance Milestones
Goal: The goal is to celebrate the client's attendance milestone and request a Google review.
Trigger: The client signs in for their 25th appointment.
Communication: This recipe sends 1 email and 1 in-app chat to the client.
1 Hour After Email: Celebrating Your 25th Session with Us!
90 Min After Chat: Congratulations First Name, today's session marked 25 sessions at Location Name!
Goal: The goal is to celebrate the client's attendance milestone and request a referral.
Trigger: The client signs in for their 75th appointment.
Communication: This recipe sends 2 emails and 1 in-app chat to the client.
Day 1 Email: Woohoo! 75 Sessions and Counting!
Day 1 Chat: First Name!!! You just hit 75 sessions! Keep up the amazing work!
Day 3 Email: Still buzzing from your recent achievement, First Name?
Goal: The goal is to celebrate the client's attendance milestone and request a testimonial.
Trigger: The client signs in for their 150th appointment.
Communication: This recipe sends 1 email and 1 in-app chat to the client.
1 Hour After Email: Celebrating Your 150th Session with Us!
Day 1 Chat: First Name!!! You just hit 150 sessions! Keep up the amazing work!
Goal: The goal is to celebrate the client's attendance milestone and request a Google review.
Trigger: The client signs in for their 75th class.
Communication: This recipe sends 1 email and 1 in-app chat to the client.
1 Hour After Email: Celebrating Your 75th Class with Us!
90 Min After Chat: Congratulations First Name, today's class marked 75 classes at Location Name!
Goal: The goal is to celebrate the client's attendance milestone and request a referral.
Trigger: The client signs in for their 150th class.
Communication: This recipe sends 2 emails and 1 in-app chat to the client.
Day 1 Email: Woohoo! 150 Classes and Counting!
Day 1 Chat: First Name!!! You just hit 150 classes! Keep up the amazing work!
Day 3 Email: Still buzzing from your recent achievement, First Name?
Goal: The goal is to celebrate the client's attendance milestone and request a testimonial.
Trigger: The client signs in for their 500th class.
Communication: This recipe sends 1 email and 1 in-app chat to the client.
1 Hour After Email: Cheers to 500 Classes: Your Journey Inspires Us All!
90 Min After Chat: Cue the confetti! Congratulations on reaching an incredible milestone: 500 classes at Location Name!
Client Progressions
Goal: Choose your progression to automatically apply to the client.
Trigger: A client is created.
Communication: No communication is sent in this automation.
No communication is sent in this automation.
Goal: Choose your progression to automatically apply to the client.
Trigger: A client purchases a specific membership.
Communication: No communication is sent in this automation.
No communication is sent in this automation.
Goal: The goal is to celebrate this progression milestone.
Trigger: A client is promoted from one level to the next higher level in a progression.
Communication: This workflow sends 1 in-app chat to the client, and 1 task to a staff member.
Immediate Chat: Hey First Name, congrats on being promoted to Level Name! Keep up the awesome work.
Weekly Streaks
Goal: The goal is to celebrate the client's new streak and encourage them to attend regularly.
Trigger: A client's week streak is updated to 1 Week.
Communication: This workflow sends 1 in-app chat to the client.
Immediate Chat: Great work, First Name! 1 down, more to go to a new high score!
Goal: The goal is to celebrate the client's new week streak.
Trigger: The client's week streak changes from 9 to 10.
Communication: This workflow sends 1 in-app chat to the client.
Immediate Chat: 10 weeks in a row! Great work First Name!
Goal: The goal is to celebrate the client's new week streak and ask for a review.
Trigger: The client's week streak changes from 19 to 20.
Communication: This workflow sends 1 email to the client and creates 1 task for a staff member.
Immediate Email: 20 weeks in! What keeps you coming back?
Goal: The goal is to celebrate the client's new week streak and push them to hit a 1 year streak.
Trigger: The client's week streak changes from 49 to 50.
Communication: This workflow sends 1 in-app chat to the client and creates 1 task for a staff member.
Immediate Chat: You are so close First Name! Just 2 weeks away from a one-year streak! You got this!
Goal: The goal is to celebrate the client's new week streak and ask them for a referral.
Trigger: The client's week streak changes from 51 to 52.
Communication: This workflow sends 1 email to the client.
Immediate Email: One Year Strong! Your dedication deserves a spotlight.
Goal: The goal is to celebrate the client's new week streak and ask them for a testimonial.
Trigger: The client's week streak changes from 99 to 100.
Communication: This workflow sends 1 in-app chat and 1 email to the client.
Immediate Email: 100 Weeks of Commitment - let's tell your story!
Immediate Chat: 100 Weeks! Absolutely incredible work First Name!
Goal: The goal is to celebrate the new highest week streak.
Trigger: A client surpasses their previous highest weekly streak setting a new personal record.
Communication: This workflow sends 1 in-app chat and 1 email to the client.
Immediate Email: Your Best Streak Yet - let's keep going!
Immediate Chat: NEW HIGH SCORE ACHIEVED! You did it! Great work First Name!
Goal: The goal is to encourage a client to come to the business if they have not yet this week.
Trigger: Triggers weekly on Thursday for all clients who have not yet attended the business this week.
Communication: This workflow sends 1 in-app chat and 1 email to the client.
Thursday Email: Keep that streak alive!
Thursday Chat: Hey First Name, the week is almost over! Come in tomorrow to extend your streak!
Goal: The goal is to let a client know that their streak has been lost and encourage them to come back.
Trigger: A client's weekly streak is set back to 0.
Communication: This workflow sends 2 in-app chats and creates 1 task for staff members.
Day 1 Chat: Uh-oh! Your streak has been reset, but it's time to bounce back stronger. Can you beat your personal best?
Day 4 Chat: Hey First Name, it looks like your streak has taken a little break. But it's never too late to start again!
Performance Results
Goal: The goal is to celebrate a client's new personal record.
Trigger: A client hits a new PR on a workout result.
Communication: This workflow sends 1 in-app chat and 1 email to the client.
Immediate Chat: Hey First Name! Congrats on your new PR for X Component. Keep up the awesome work!
Immediate Email: Congrats on Your New PR!
Goal: The goal is to mark a component criteria for a progression complete when the client scores that component.
Trigger: A client scores a specific component in a workout.
Communication: This workflow sends no communication.
No communication is sent in this automation.
Goal: The goal is to add a client to a new progression based on the workout component scored.
Trigger: A client scores a specific component in a workout.
Communication: This workflow sends 1 in-app chat.
Immediate Chat: Hey First Name, great job on the Component Name! We've added you to the Progression Name. Keep up the fantastic work!
Goal: The goal is to send out an email notification with the workout to subscribed clients when the workout is published.
Trigger: A workout is created.
Communication: This workflow sends 1 email.
Immediate Email: New Workout Alert!
Goal: The goal is to set the workout to be published on the Sunday before it is scheduled.
Trigger: A workout is created.
Communication: No communication is sent in this workflow.
No communication is sent in this automation.
Invoice Enforcement
Goal: The goal is to suspend clients who do not pay their membership invoices.
Trigger: A client is tied to an invoice on which an attempted payment transaction fails.
Communication: This workflow sends 1 email to the client.
Immediate Email: Suspension Notice
Goal: Reinstate a previously suspended client once they've paid their overdue invoice.
Trigger: A client pays an overdue invoice.
Communication: This workflow sends 1 email to the client.
Immediate Email: Reinstated Client
Goal: Reinstate a previously suspended client once they upload a new payment method.
Trigger: A client adds a new payment method to their account.
Communication: This workflow sends 1 email to the client.
Immediate Email: Reinstated Client
Facility Access
Goal: The goal is to unlock a door to a business using a smart button in the Wodify app.
Trigger: A smart button in the Wodify app is clicked.
Communication: This workflow sends 1 email and 1 SMS to the client, only if there is an issue with unlocking the door.
If Needed Email: Here's Your Backup Access Code
Goal: The goal is to unlock a door and sign the client into an all-day open gym class.
Trigger: A smart button in the Wodify app is clicked.
Communication: This workflow sends 1 email and 1 SMS to the client, only if there is an issue with unlocking the door.
If Needed Email: Here's Your Backup Access Code
Goal: Get a drop-in access to the business when they purchase a class, and remind them of their upcoming class.
Trigger: A drop-in reserves a class.
Communication: This workflow sends 3 emails to the client.
Immediate Email: You're In for Class Name on Class Date
Day Before Email: Class Name tomorrow at Class Time
1 Hour Before Email: Your Class Name Class at Location Name Starts in 1 Hour!
Drop In Management
Goal: Ask a drop-in for a Google Review
Trigger: Drop-In is signed into class
Communication: 1 email sent to the drop-in
30 Mins After Class Email: Thanks for Attending Class Today
Workflow Buttons
Goal: Build a membership cancellation from directly into the mobile app. With one click clients can schedule a cancellation for memberships by picking a cancellation date and selecting the membership they wish to cancel.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Allow clients to cancel their own accounts directly through the mobile app by building out cancellation forms directly into the app.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Allow clients to change their memberships directly through the mobile app by allowing them to schedule a date for their current membership to end and a new membership to begin.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Build a form that allows clients to request a membership upgrade directly in the mobile app. Remove any barriers to upgrades by simply filling out a form, and having a push notification sent to staff to follow up on the request.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Allow clients to place their own memberships on hold directly through the mobile app.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Allow clients to place a hold on specific memberships directly through the mobile app.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Allow clients to add themselves to progressions directly through the mobile app. Great for skill leveling or optional challenges!
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Goal: Build a feedback form directly into the mobile app, allowing clients to easily submit feedback to business owners.
Trigger: Workflow Button is submitted in app.
Communication:
No communication is sent in this automation.
Daily Brief
Goal: Send The Daily Brief is a set of automations that sends you a daily snapshot of key client activity, helping you and your team stay proactive and connected. The base Daily Brief includes: Clients with birthdays today, Clients with anniversaries today, Clients in their first 30 days with reservations today, Clients scheduled to attend a milestone class, A daily trivia question (great for coach engagement or a question of the day for clients), The local weather (helpful for planning and prep)
Trigger: Everyday at 3AM
Communication: This can be sent via Email, Slack, or In-App Chat
No communication is sent in this automation.
Wodify Sites
Goal: Capture leads who fill out custom lead form on a Wodify Site by taking their information and automatically building Lead Profiles in the account.
Trigger: Lead submits the Program Interest Form
Communication:
No communication is sent in this automation.
Goal: Send a custom email to leads who request pricing information before having them book a trial or free intro appointment.
Trigger: Lead submits pricing request form
Communication: Sends 1 email
Immediate Email: Pricing Request Email
Goal: Embed a cancellation for on your website to allow clients to easily request or schedule their own cancellations.
Trigger: Client submits cancellation form
Communication:
No communication is sent in this automation.
Did You Know
Our Business Success Team can build custom Workflows to suit your business needs! Don't see the communication type you're looking for on this list? Email us a support@wodify.com and tell us what you would like automated, and we'll create the best solution.
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