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Marketing & Automation

FineGym's marketing module (available on Growth plan) helps you engage members with automated campaigns, email marketing, and SMS notifications. Create workflows triggered by member actions or scheduled communications.

Overview​

Marketing features include:

  1. Campaigns - Automated marketing workflows
  2. Email Marketing - Send promotional and transactional emails
  3. SMS Marketing - Text message communications
  4. Triggers - Event-based automation
  5. Templates - Reusable message templates
note

Marketing & Automation features require the Growth plan subscription.

Automated Campaigns​

Campaign Types​

Create automated workflows for:

TypeDescriptionExample
Welcome SeriesNew member onboardingWelcome email → 3-day follow-up → 7-day check-in
Re-engagementWin back inactive members"We miss you" after 14 days no check-in
BirthdayCelebrate member birthdaysBirthday greeting with special offer
Membership ExpiringRenewal remindersReminder 7 days before expiration
Payment FailedFailed payment follow-upNotify member, remind to update card

Creating Campaigns​

Location: Business Settings → Marketing → Campaigns

  1. Click Create Campaign
  2. Enter campaign name
  3. Select trigger event
  4. Build workflow steps
  5. Configure timing
  6. Activate campaign

Campaign Workflow​

Build multi-step campaigns:

Trigger → Wait (optional) → Action → Wait → Action → End

Actions available:

  • Send email
  • Send SMS
  • Add tag
  • Internal notification

Wait conditions:

  • Specific time delay (hours, days)
  • Until specific time of day
  • Until specific day of week

Email Marketing​

Email Templates​

Create reusable email templates:

Location: Business Settings → Email Templates

Template Types​

TypePurpose
TransactionalSystem emails (receipts, confirmations)
MarketingPromotional communications

Creating Templates​

  1. Click Add Template
  2. Enter template name
  3. Write subject line
  4. Design email body
  5. Add merge fields
  6. Save template

Merge Fields​

Personalize emails with dynamic content:

FieldInserts
{{member.name}}Member's name
{{member.email}}Member's email
{{business.name}}Your gym name
{{membership.name}}Plan name
{{membership.end_date}}Expiration date

Email Best Practices​

  • Keep subject lines under 50 characters
  • Personalize with member name
  • Include clear call-to-action
  • Mobile-friendly design
  • Comply with email regulations

SMS Marketing​

SMS Configuration​

Requires Twilio integration:

Location: Business Settings → Integrations → Twilio

  1. Connect Twilio account
  2. Configure phone number
  3. Set up SMS credits

SMS Templates​

Create text message templates:

  1. Enter template name
  2. Write message (160 characters recommended)
  3. Add merge fields
  4. Save

SMS Considerations​

ConsiderationDetails
Character limit160 chars for single SMS
ConsentMembers must opt-in
TimingRespect time zones and hours
CostPer-message charges apply

Triggers​

Event-Based Triggers​

Start campaigns based on member actions:

TriggerWhen It Fires
New MemberMember signs up
Membership PurchasedPlan activated
Membership ExpiringX days before expiration
Membership CancelledSubscription cancelled
No Check-inX days since last visit
BirthdayOn member's birthday
Payment FailedCard charge fails

Scheduled Triggers​

Run campaigns on a schedule:

  • Daily at specific time
  • Weekly on specific day
  • Monthly on specific date

Trigger Conditions​

Add conditions to filter who enters campaigns:

  • Membership type
  • Member tags
  • Check-in frequency
  • Join date

Communication History​

Viewing Sent Messages​

Location: Members → [Member] → Communication

See all messages sent to a member:

ColumnDescription
DateWhen sent
TypeEmail or SMS
Subject/PreviewMessage content
StatusDelivered, Opened, Failed

Tracking Engagement​

For emails:

  • Delivery status
  • Open rate
  • Click tracking (if enabled)

For SMS:

  • Delivery confirmation
  • Failed deliveries

Member Tags​

Using Tags​

Organize members for targeted marketing:

  • Create tags (e.g., "VIP", "Student", "Corporate")
  • Assign tags to members
  • Target campaigns by tag
  • Filter reports by tag

Tag-Based Campaigns​

Send to specific groups:

  1. Create campaign
  2. Set trigger condition: "Has tag X"
  3. Only tagged members receive messages

Opt-In Management​

Track member communication preferences:

SettingOptions
Email MarketingOpted in / Opted out
SMS MarketingOpted in / Opted out

Unsubscribe Handling​

  • Include unsubscribe link in emails
  • Honor opt-out requests immediately
  • Maintain suppression list
  • Don't send marketing to opted-out members

Campaign Analytics​

Campaign Performance​

Track campaign effectiveness:

MetricDescription
SentTotal messages sent
DeliveredSuccessfully delivered
OpenedEmails opened
ClickedLinks clicked
ConvertedActions taken

Improving Campaigns​

Based on analytics:

  • A/B test subject lines
  • Optimize send times
  • Refine targeting
  • Improve content

Integration with Other Features​

Member Lifecycle​

Connect marketing to member journey:

  1. Signup → Welcome campaign starts
  2. First Check-in → "Great start" email
  3. Regular Visits → Reward program updates
  4. Declining Activity → Re-engagement campaign
  5. Membership Expiring → Renewal campaign

Transaction-Based​

Trigger on payments:

  • Receipt emails
  • Failed payment notifications
  • Renewal confirmations

Best Practices​

Campaign Strategy​

  • Map the member journey
  • Identify key touchpoints
  • Create relevant content
  • Test before launching
  • Monitor and optimize

Message Timing​

  • Respect time zones
  • Avoid early morning/late night
  • Space out messages
  • Don't over-communicate

Content Quality​

  • Clear, concise messaging
  • Value for the member
  • Strong calls-to-action
  • Professional design
  • Proofread thoroughly

Compliance​

  • Honor consent preferences
  • Include unsubscribe options
  • Follow email regulations (CAN-SPAM, GDPR)
  • Document consent

Troubleshooting​

Emails Not Sending​

Check:

  • Email integration configured
  • Member email valid
  • Member opted in
  • Campaign is active

SMS Not Delivering​

Verify:

  • Twilio connected
  • Phone number valid
  • Member opted in
  • SMS credits available

Low Open Rates​

Try:

  • Better subject lines
  • Different send times
  • More relevant content
  • Cleaner email list

Campaign Not Triggering​

Ensure:

  • Campaign is active
  • Trigger conditions correct
  • Member meets criteria
  • No errors in workflow