How to Set Up and Trigger the Trial Complete Email for Subscription Groups #
1. Open the Trial Complete Email Template 0:00
- Go to the Trial Complete Email under Subscription Groups.
- This email is sent to a user when they finish a trial in a subscription group.
- Open the template to review or edit the message content.
2. Review or Edit the Email Content 0:17
- The default email is a simple example message.
- It typically includes:
- A thank-you message for attending the trial
- A welcome message
- A booking or registration link
- Class details
- You can expand this email with more detail about joining the club or next steps.
3. Understand How the Email Is Triggered 0:34
- Coaches trigger this email from the register.
- In the register, they will see a T next to the two icons for a trial attendee.
- Clicking the tick marks the person as having attended their trial.
4. Mark the Trial as Attended 0:57
- When the coach ticks the trial attendance box:
- The system signs the person in as having attended their trial.
- The parent automatically receives the trial complete email.
- This is the action that sends the email.
5. Confirm the Email Was Sent 1:06
- After the trial is marked complete, the email should arrive in the parent’s inbox.
- The email includes the thank-you message and the link to continue registration.
- You can edit the wording if you want the message to sound more polished or include stronger calls to action.
