Automated triggers can be created to streamline communication with your members and applicants.
The first step in creating triggered emails is to create the message you would like to communicate as a newsletter.
You can use HAPI to populate variable data from a CRM record into your message and further information on how to do this is available here: https://help.peoplevinehelp.com/en/articles/1042458-including-variables-in-your-subject-line
Here is a full list of triggers that we currently support:
After any membership card (id, subscription or loyalty) is activated or subscribed to.
After someone applies to a membership program, regardless whether they are set to active or not.
After someone successfully subscribes to a membership program.
Application application fee is Paid
Application is being Reviewed
Application is set to Approved
Application is set to Completed
Application is set to Flag
Application is set to Rejected
Application is set to Viewed
Application is set to Waiting
Application is Pending
Application is Submitted by applicant
Appointment is Cancelled
Appointment is Confirmed
Appointment is Scheduled
Checked Out from Event
Contest Prize is won
Contest is played
Coupon or Offer is downloaded
Coupon or Offer is redeemed
Donation is made to a Fundraiser
Donation is Made
Event Ticket is Purchased
Event is Attended
Event is Registered for
Form / Survey is completed
Form Response is set to Approved
Form Response is set to Completed
Form Response is set to Flag
Form Response is set to Rejected
Form Response is set to Viewed
Form Response is set to Waiting
Fundraiser is Created
Gift Certificate is Expiring
Gift Certificate is Purchased
Invoice is Generated
Item is Reviewed
Member checks in
Member applies
Membership Card is Activated
Membership fails billing
Membership is cancelled
Membership is renewed
Membership is subscribed to
New Customer is registered
Order is Marked as Completed
Order is Marked as Followed Up
Order is Marked as Modified
Order is Marked as Paid
Order is Marked as Pulled
Order is Marked as Returned
Order is Marked as Shipped
Order is Marked as Shipped & Pulled
Order is Marked as Verified
Order is Placed in eCommerce or POS
Page is Viewed
Payment Method is Added to their Account
Person is Added as a contact to the Directory
Person uses all their Credits
Person Earns Points but isn't in the CRM
Person Purchases Credits
Person Receives a Message
Person visits a business location
Person visits a business location for the first time
Points are Denied
Points are Earned for completing a Loyalty Activity
Points are Redeemed for a Reward Certificate
Reservation is Cancelled
Reservation is Confirmed
Reservation is Created
Sent after a subscribed to membership fails recurring billing.
Sent after someone cancels their membership.
Sent each-time they check-in with their membership number via any of our check-in methods. Please note this can happen frequently based on your check-in policies.
Service Subscription fails billing
Service Subscription is cancelled
Service is renewed
Service is subscribed to
Subscription fails due to no billing method on file
Subscription successfully invoiced
Transaction is Completed Successfully
Transaction is Refunded
Triggers each time their payment on file is processed or invoiced generated for their membership dues.
Voucher is downloaded
Voucher is redeemed