📝 Overview
A Pack Running Low notification lets you automatically email customers when their pack membership is close to running out, prompting them to re-purchase or upgrade.
🛠️ Create the Notification
Head to Communications ➜ Notifications ➜ Customer Membership Lifecycle ➜ Pack Running Low, then click Add new notification.
Notification Settings
Send with. The number of uses remaining on a pack when the notification is triggered. For example, for a package of 10 sessions, you might want to send it when the customer has 2 sessions left.
Packs. The set of pack memberships the notification applies to. Tick all the applicable ones. Only pack memberships are shown here, as other membership types don't support this notification.
💡 You can add as many Pack Running Low notifications as you need. For example, if you have packs of different sizes, you might trigger one notification at 2 sessions left for a 10-session pack, and another at 1 session left for a 5-session pack.
⚠️ This notification is sent at most once per customer membership. Usage is based exclusively on class pack lifetime limits, and ignores separate limits (daily, weekly, etc.) and courses. Notifications are only triggered by attendance changes, not by settings or configuration changes.
📣 Add a Call to Action
A Call to Action (CTA) is designed to prompt a response or sale, encouraging customers to take the next step. In emails, this renders as a full-width button, using the accent colour set up in your Customer Site settings.
You'll be prompted to complete the following to create the CTA:
Call to action. Select the landing page for your CTA depending on your goal: letting the customer choose their membership, renewing their current pack, or driving upgrades or changes.
Call to action button label. Enter the text for your CTA here.
🧠 A membership set as a CTA target can't be deleted, even if it would otherwise be deletable (i.e. it never had any customer memberships).
If the target membership isn't for sale when an email is triggered, the CTA will target your general membership list instead, and the notification's detail page will show a warning.
✍️ Design Your Email
The Email section has an editor where you can customise the content sent to your customers. Placeholders can be selected from a dropdown to insert variables into the content.
For example, selecting the customer_first_name placeholder means a notification triggered for a customer named Joe will read "Hi Joe".
The editor supports adding links: highlight the text, click the link icon, and enter the URL, including "http://" or "https://". Only links created this way render as clickable; typing a URL directly will not.
Once done, click Create.
👀 Preview Your Email
To see what your email looks like when a customer receives it, head to Communications ➜ Notifications ➜ Customer Membership Lifecycle ➜ Pack Running Low ➜ click Detail next to the notification.
From here, you can preview the email with placeholders, or see how it looks with the placeholders replaced by real customer information.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can I set up the same notification for recurring memberships?
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No. Pack Running Low notifications are designed for packs only. There's no equivalent notification for recurring memberships running low on sessions in the billing period, since those limits auto-renew on a set cadence.
If a customer uses all their sessions on a recurring membership and wants to book more in the same billing month, they're prompted to upgrade, purchase a new membership, or pay the class drop-in fee, if applicable.
How do I edit or delete an existing Pack Running Low notification?
How do I view and monitor these notifications?