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. Whether it's a quick text on Day 5 or an informative email on Day 30, this guide ensures you're always in the know.
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? Please drop me a message or give me a call whenever you have a moment.
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 changes 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. If you ever have questions or need assistance along the way, don't hesitate to reach out in-app, by phone, or email. I'm here to support you!
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! We have a very supportive community and we regularly share exciting updates, tips, and fun content to keep you motivated and engaged. Have you followed us on social to stay connected?
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 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. If you ever have questions or need assistance along the way, don't hesitate to reach out in-app, by phone, or email. I'm here to support you!
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! We have a very supportive community and we regularly share exciting updates, tips, and fun content to keep you motivated and engaged. Have you followed us on social to stay connected?
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 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 In-App 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 In-App Chat: Hey, First name! I want to encourage you to take a moment and think about what you are most proud of accomplishing since joining us. Are you noticing anything different? Achievements you are particularly proud of? Make sure to slow down and appreciate how far you have come. I would love to hear what you came up with!
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 In-App Chat:Welcome to Location Name, First Name! We're thrilled you're here! If you ever have questions or need assistance along the way, don't hesitate to reach out in-app, by phone, or email. We're here to support you.
Day 4 Email: Ignite Your Journey
Day 7 In-App Chat: Hey First name, Big high-five for completing your first week at Location Name! How's everything going so far?
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 In-App Chat: You're officially 30 days in, First name! We're so proud of you and excited for what's to come!
Day 37 Email: Your Motivation for Reaching Goals
Day 51 In-App Chat: Starting a new routine can be overwhelming, but it's always better with friends by your side! Do you have any friends who would be a good addition to our community?
Day 60 In-App Chat: Hey First name, Congratulations on reaching 60-days at Location Name! Your dedication has brought you to a point where this isn't just a goal--it's a permanent lifestyle change. Keep it up!
Day 67 Email: Ever Have Those Days? Let’s Turn Them Around!
Day 81 In-App Chat: Hey, First name! I want to encourage you to take a moment and think about what you are most proud of accomplishing since joining us. Are you noticing anything different? Make sure to slow down and appreciate how far you have come. I would love to hear what you came up with!
Day 90 In-App Chat: 90 days! Can you believe it! Your hard work shows. Now, let's set new goals and keep the momentum going! Need guidance or have questions? Just shoot us a message. Your journey continues!
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! Any interest in coming back in for a session? We have a special offer for returning clients, so let me know!
Day 90 Text: Hey First Name, hope everything's been going well since we last spoke! We miss having you in class. If you're interested, we'd love to offer you a free class! Let me know when you want to come and I'll get you set up!
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 In-App Chat: Hey First name, I wanted to check in and see how you're settling back in so far. How is everything going?
Day 39 In-App Chat: We are so happy to have you back! How are you progressing so far, First Name? Any small wins you want to share?
Day 75 In-App Chat: Hey First name - just wanted to drop in and give you a virtual high-five! Remember that every class, every drop of sweat, all adds up to progress. Tell us about your favorite class or trainer that's been keeping you motivated! #YouGotThis
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.
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.
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.
In-App 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 25 Task: New Client Review Request - Remove client from workflow now if you don't want to request a review from them.
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 In-App Chat: Hey First Name! Thanks for booking your appointment at Location Name. I'll see you on Date at Time. I'm looking forward to seeing you then!
24 Hour Reminder Email: Client - Reminder:Your Upcoming Appointment at Location Name
12 Hour Reminder In-App Chat: Hey First Name! I'm looking forward to seeing you for your Time reservation on Date. If any changes to your reservation need to be made, don't hesitate to let me know!
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.
In-App Chat: Hey First Name! we really enjoyed having you in our class today! We noticed that you haven't signed in yet and wanted to send a quick reminder to do so within the next 90 minutes if you'd like to have your attendence tracked!
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...
Welcome In-App Chat: Welcome to Location Name, First Name! We're thrilled you're here! If you ever have questions or need assistance along the way, don't hesitate to reach out in-app, by phone, or by email. We're here to support you!
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 In-App 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, enabling class packs to auto-renew after a set time even if all classes in the current pack haven't been used.
Trigger: A class pack membership expires without auto-renewing.
Communication: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 Minutes After In-App Chat: Congratulations First name, today's session marked 25 sessions at Location Name! Keep up the fantastic work!
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 In-App 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 25th Session with Us!
Day 1 In-App Chat: First name!!! You just hit 75 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 Minutes After In-App Chat: Congratulations First name, today's class marked 75 classes at Location Name! Keep up the fantastic work!
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 In-App 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 Minutes After In-App Chat: Cue the confetti! Congratulations on reaching an incredible milestone: 500 classes at Location Name! Keep crushing it, First 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.
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.
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.
In-App 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 to grow their streak.
Trigger: A client’s week streak is updated to 1 Week.
Communication: This workflow sends 1 in-app chat to the client.
In-App Chat: Great work, First name hopping back on the saddle and getting in the week streak game! 1 down, Highest week streak 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.
This workflow sends 1 in-app chat to the client.
In-App Chat: Current week streak 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.
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.
In-App Chat: You are so close First name! The big 50 means we are just 2 weeks away from getting you 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.
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.
Email: 100 Weeks of Commitment - let’s tell your story!
In-App Chat: 100 Weeks! 100 Weeks! Absolutely incredible work First Name, getting to this awe inspiring milestone! We really love having you as part of the community, and all of us are inspired by your dedication and commitment.
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.
Email: Your Best Streak Yet - let’s keep going!
In-App Chat: NEW HIGH SCORE ACHIEVED! You did it! X weeks of attendance in a row. Great work First name!
Goal: The goal is to encourage a client to come to the business if they have not yet this week to keep their week streak from resetting.
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.
Email: Keep that streak alive!
In-App Chat: Hey First name, the week is almost over! Extend your Current week streak by coming in tomorrow!
Goal: The goal is to let a client know that their streak has been lost and encourage them to come back and try again.
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 In-App Chat: Uh-oh! Your streak has been reset, but it’s time to bounce back stronger. Can you beat your personal best of Highest Weekly Streak? We think you can!
Day 4 In-App Chat: Hey First name, it looks like your streak has taken a little break. But it's never too late to start again! Let’s kick off a new streak today and keep that momentum going. You’ve got this!
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.
In-App Chat: Hey First Name! Congrats on your new PR for X Component. We love seeing the progress you’re making. Keep up the awesome work!
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.
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.
In-App Chat: Hey First Name, great job on the Component Name! We've added you to the Progression Name, allowing you to track your progress in the app. 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
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
If you need further assistance or have any questions, please reach out to us at support@wodify.com.
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