Add conditions to birthday Automations
complete
Loyalsnap Team
updated the status to
complete
You can now fine-tune exactly who gets the birthday message based on their package:
- Include packages: Send the birthday message only to clients on a selected set of packages.
- Exclude packages: Suppress the birthday message for clients on a selected set of packages
- Leaving the package list empty preserves today's behavior — every eligible client receives the message.
Visit count and purchase conditions from the original request aren't part of this release, but we will keep work on them.
Thank you for the request!
Loyalsnap Team
You can now fine-tune exactly who gets the birthday message based on their package:
- Include packages: Send the birthday message only to clients on a selected set of packages.
- Exclude packages: Suppress the birthday message for clients on a selected set of packages
- Leaving the package list empty preserves today's behavior — every eligible client receives the message.
Visit count and purchase conditions from the original request aren't part of this release, but we will keep work on them.
Thank you for the request!
Loyalsnap Team
updated the status to
under review
Loyalsnap Team
Merged in a post:
I' love to be able to customize who gets our Birthday notifications, particularly only our members. We send a discount code for merch to our members and I don't want outsiders to get that.
c
citysquarebatonrouge@f45training.com
Loyalsnap Team
Also adding the ability to recognize external statuses for CRD.
Loyalsnap Team
Merged in a post:
Ability to associate packages or contracts with birthday automations
N
Nicole Giancola-Meehan
Requesting a way to target only active clients (clients with an active package or contract) with birthday automations. (Thereby excluding inactive clients from receiving this messaging).
Nathan Wisdom
Or the ability to only send to people who have taken a class in the last X days. Cycle & Strength.