Managing Reminders

Learn how to create, edit, and delete reminders in Nexudus.
Reminders let you to automate some communication with your to customers based on scenarios. Nexudus automatically sends messages to members and contacts when a condition you've defined is met. 
Some common scenarios where reminders can simplify your operations are:
 
  • Reminding members that their contract is going to expire in a few days.
  • Sending a congratulatory message when members have been signed up to a plan for a year.
  • Offering discounts to customers who haven't booked in a few months to encourage them to start booking again.

Creating Reminders

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Reminders.

  3. Click Add reminder.

  4. Complete the form fields (see the table below for a description of each reminder option).

  5. Click Save.

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New reminder form
 

Field

Description

Name

Gives a name to the reminder. This name is internal and won't be shown to customers.

Location

Lets your select a specific location from the dropdown list if you manage a network.

When to show the reminder?

The trigger that defines when the reminder should be sent.

The following triggers are available:

  • At a fixed date
  • A number of days after member/contact signs up
  • A number of days after member plan is renewed
  • A number of days before member plan is renewed
  • On the day of the member/contact birthday
  • A number of days before member plan is cancelled
  • After a booking ends
  • A number of days after the user accessed (via web or check-in)
  • After a product is purchased
  • A number of days after an invoice is due
  • The first time someone checks in
  • When someone submits a registration form
  • A number of days before the contract term ends
  • When customer has booked more than 10 bookings in the last 6 months but none in the last month
  • When customer books regularly (more than 4 bookings in the last 4 weeks, at least one in the last 7 days)
  • When a regular booker stops booking (more than 10 bookings but none in the last 6 months)
  • When a customer booked once but not again in the last month
  • When the first invoice is paid

How to send the reminder?

You can select from these options:

  • Send a message macro with a customised message based on a template.

  • Send an email

Which type of customer should trigger the reminder?

Defines who should receive the reminder.

The following option are available:

  • No one
    The reminder won't be sent to anyone.
  • A single customer
    The reminder will be sent to one customer only.
  • A type of member 
    The reminder will be sent to members with specific plans.
  • All contacts, all members or both
    The reminder will be sent to all contacts, all members or all members and contacts.

Who should receive this reminder?

Defines whether the reminder should be sent to the customer's email address by default or a specific email address. 
If you choose to add a specific email address, the reminder can't be sent to multiple customers at once.

 

Editing Reminders

  1. If the side menu is not visible, click .

  2. Click the reminder you want to edit.

  3. Make the necessary changes to the reminder record.

  4. Click Save changes.

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Editing a reminder
 

Deleting Reminders

  1. If the side menu is not visible, click .

  2. Click the    icon next to the reminder you want to delete and click Delete.

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You can also click on the reminder and click Delete at the bottom of the reminder's record page.
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Deleting a reminder
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