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! 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 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! I want to encourage you to 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: Hey First Name, Congratulations on reaching 60-days at Location Name!
Day 67 Email: Ever Have Those Days? Let's Turn Them Around!
Day 81 Chat: Hey, First Name! 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 Time 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 to do so within the next 90 minutes.
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! 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 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! 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 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 hopping back on the saddle and getting in the week streak game! 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: 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.
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! 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.
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! 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.
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! 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.
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. We love seeing the progress you're making. 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, allowing you to track your progress in the app.
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!
Daily Brief
Goal: Share key client interactions for the day with staff. Interactions include: Leads and Drop-ins coming in for classes/appointments, Clients with birthdays or anniversaries that day, clients set to attend a milestone class, and more!
Trigger: Runs every day at 3AM local time.
Communication: Brief can be sent via Email, In-App Chat, or Slack
No communication is sent in this automation.
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