Follow-up point

Birthday Greeting

People with birthdays today and active subscriptions. Ignores product labels.

–

Booking Reminder

Person with a service or group activity booking in X days. Optionally filter by booking creation time.

days=X, createdTime=hh:mm

Contract Reminder

Person has a contract time booked in X days.

days=X

Customer Type Expires

Active subscribers with selected customer type ending in X days.

days=X, customerTypes=pensioner;student;organizationCustomerType;youth or all
You need to add customer types in the language that is set on the installation if not using all.
Example:
If you want to have a follow up point for Student, you need to add the parameter customerTypes
Sweden: customerTypes=student
Norway: customerTypes=student
Finland: customerTypes=Opiskelija
Denmark: customerTypes=Studerende

Due but not sent invoice

The person has an unpaid, not sent invoice with a minimum amount of Y and due date has passed with at least X days. Should only be used for invoice type 2 & 4 (direct debit and RCP). If noOrganizations=true, the invoice reminder will only be sent to invoices without an organization connection.

days=X, minAmount=Y, types=2&4, noOrganizations=true/false

Values on the types parameter is entered with &

*=all, regardless of type
1=Invoices
2=Direct debit invoices
3=Internal invoices
4=RCP invoices
10=Trustly invoices
12=Stripe Bacs invoices
Example: types=2&4

Due invoice (recurring card payment)

Overdue recurring card invoice passed due date by X days.

days=X, minAmount=Y

Due Invoice (Organization)

Unpaid invoice for organization expired X days ago.

days=X, minAmount=Y, types=1&2&3&4

Due invoice reminder with invoice report - Email Only

Sends copy of invoice (a PDF of the invoice is attached to the email) X days before or after the due date of the invoice.

The only available channel for this follow-up point is email. It is also mandatory to select which report template that should be used (most likely the Invoice report template) since the invoice is attached to the email.

daysFrom=X, beforeDueDate=true/false, noOrganizations=true/false, types=2&4

Values on the types parameter is entered with &

*=all, regardless of type
1=Invoices
2=Direct debit invoices
3=Internal invoices
4=RCP invoices
10=Trustly invoices
12=Stripe Bacs invoices
Example: types=2&4

To send an invoice copy 7 days before due date, set:

• daysFrom=7

• beforeDueDate=true

Due invoice to responsible

days=X, minAmount=Y

Erroneous Direct Debit Consents

Invalid mandate error codes found in past 24 hours.

errorCodes=1&3

Event Starts

Participants in an event starting in X days. Uses product label to determine applicable events.

days=X

Expiry date for credit card

Persons with a subscription paid with recurring card payments, where the card is expiring next month. It is not possible to filter on product labels for this follow-up point.

dayOfMonth=X (1-31) Specifies the day each month this follow-up point should run.
Example: If X=28 it will run on the 28th each month. If it then runs on 28th of August, all card that expires in September will be included.

Freezing Ends in X Days

Persons with a subscription wutg a freeze period that ends in X days.
Cancelled subscriptions are not included in the selection.

days=X

Late Invoice Person

Unpaid personal invoice with due date passed by X days.

days=X, minAmount=Y, types=1&2&3&4, noOrganizations=true/false

Membership ends in X days

Persons with a subscription that ends in X days and is not set to renew automatically.
The "end" is defined as either the ‘debited until’ date or the ‘locked until’ date—whichever is later. If multiple subscriptions on the same person are found in the selection, messages are only sent for the subscription that has the furthest ‘debited until’ or ‘locked until’ date.

Subscriptions must have a ‘debited until’ date. Subscriptions with saved days are always excluded from this filter.

Note: Membership subscriptions are also considered subscriptions. If the subscription ends, but the person still has an active membership subscription, they will be excluded from the selection. This can be resolved by using a product label to specify which types of subscriptions the selection should apply to.

Steps to resolve this:

1. Create a product label, e.g., "Training Subscription".

2. Apply this tag to all training subscription products, but not to membership subscription products.

3. On the follow-up point, specify the product label7 "Training Subscription".

Canceled subscriptions are not included in the selection.

days=X

Missing Profile Images

Users without uploaded profile pictures.

–

Missing valid Stripe Bacs mandate

This person is the payer for an active subscription that requires a Stripe Bacs mandate but lacks a registered mandate or the mandate's validity date has passed.

dayOfMonth=X

Missing Valid Card Consent

Missing or expired recurring card consent.

dayOfMonth=X

Missing Valid Direct Debit E-Consent (SE)

Active subscription in Sweden missing autogiro mandate.

dayOfMonth=X

Missing E-Invoice Consent (FI)

Missing e-invoice consent for Finland.

dayOfMonth=X, statuses= ;-separated list of statues (NOT_SENT; WAIT_FOR_PBS; TERMINATED_BY_BANK; TERMINATED_BY_PBS; TERMINATED_BY_CREDITOR; RE_ACTIVATE;ACTIVE)

Missing PBS Mandate (DK)

Missing e-invoice consent for Finland.

dayOfMonth=X, statuses= ;-separated list of statues (UNKNOWN; ENROLLED; REVOKED)

Monthly Message to Employees

Sends message to staff on specified day of month.

dayOfMonth=X

New Customers

Created within X days; optionally requires first internet receipt.

days=X, requirePurchase=0/1

New Member

Subscription started X days ago. No prior subscription within maxGap.

days=X, maxGap=Y

New Member X Days Ago and has visited between Y and Z Times

Filter above, with visit count range.

days=X, maxGap=W, numberOfVisitsLow=Y, numberOfVisitsHigh=Z

New Person with Lead Source Created

Newly created person with lead source.

leadSources=X, maxMinutes=Y

No Valid AvtaleGiro (NO)

Active subscription in Norway missing AvtaleGiro mandate.

dayOfMonth=X, daysOld=Y

No visits during past X days

Active subscription but no entry for X days.

days=X

Organization connection expires

Organization connection expires in X days.

days=X

Overdue invoice reminder

Sent invoice with due date passed X days.

days=X, minAmount=Y, types=1&2&3&4, noOrganizations=true/false

Price List Expires

Subscription with price list expiring in X days.

days=X

Price warranty end reminder

Price warranty expires in X days.

days=X

Purchased subscription through partner program despite existing

Persons who bought a subscription through a partner program, e.g., Benify or Actiway, despite already having a subscription

invoiceType=X

5=Benify
6=Wellnet
7=Actiway
8=S&P

handleOnlyAutomaticRenewSubscriptions=0/1

0= if all active subscriptions should be checked
1= if only subscriptions that renews automatically should be checked

Reminder of not signed agreement

Agreement requested X days ago but not signed.

days=X, dayOfMonth=X

Subscription - First Debit Made

Triggered after first charge on subscription.

maxMinutes=X

The product was purchased {0} days ago

Product bought X days ago.

The person purchased a product x days ago.
It is most appropriately used together with product tags to limit which products the follow-up should apply to.

Note: Recurring payments are also classified as purchases and will trigger this follow-up point, such as charges for ongoing subscriptions.

days=X

Unlocked time report reminder

Reminder to employees with unlocked time reports.

dayOfMonth=X

Overdue invoice reminder

Invoice overdue by X days.

days=X

Unpaid overdue invoice counting bank days

Invoice overdue by X banking days.

days=X, type=2 or 4

Value Card Expires in X Days

Value card expiring in X days with min amount left.

days=X, minAmount=Y, maxMessagesPerPerson=Z

${person.firstName}

The person’s first name

${person.lastName}

The person’s last name

${person.customerNumber}

The person’s customer number

${person.priceList}

The person’s price list

${organization.name}

The name of the organization

${organization.orgnumber}

The organization number

${organization.homePage}

The organization website

${unit.name}

The name of the facility

Birthday Greeting

${birthdate} (Day) – The person’s birth date.

New Member X Days Ago

${product} – List of subscription product names.

Not Trained in X Days

${lastVisit} (TimePoint) – Date of the latest facility check-in.

Subscription Expires in X Days

${ends} – Expiration date (last valid training day).

${product} – Name of the subscription product.

${saveddays} – Number of days saved because of freeze.

Value Card Expires in X Days

${due} (Day) – Expiration date.

${leftToUse} (Double) – Remaining value or punches.

${name} – Name of the value card product.

${typeAmount} (Boolean) – true if gift card, false if punch card.

Missing Approved Autogiro Consent (SE)

${agid} (Long) – Id of the Autogiro consent in DB.

${betalarnummer} – Number of the payer.

${haserror} (Boolean) – True if the Autogiro consent has errors.

${lasterror} – Description of the last error.

${product} – Name of the subscription product.

Missing Approved AvtaleGiro (NO)

${bankgiro} – Bankgiro number of the company.

${businessunitname} – Name of the business unit the subscription belongs to.

${kid} – Kid number.

${product} – Name of the subscription product.

Overdue Invoice

${bankgiro} – Bankgiro number of the company.

${businessunitname} – Name of the business unit the invoice belongs to.

${due} (Day) – Expiration date.

${invoiceNumber} (Integer) – Number of the invoice.

${kid} – Kid number.

${ocr} – OCR number.

${rest} (Double) – Left to pay on the invoice.

Overdue Invoice (Organization)

Same parameters and notes as Overdue Invoice

Overdue Invoice (Recurring Card Payment)

${bankgiro} – Bankgiro number of the company.

${businessunitname} – Name of the business unit the invoice belongs to.

${due} (Day) – Expiration date.

${invoiceNumber} (Integer) – Number of the invoice.

${ocr} – OCR number.

${rest} (Double) – Left to pay on the invoice.

Price List Expires

${priceListEndDay} (Day) – Date when the price list expires.

Customer Type Expires

${customerTypeEndDay} (Day) – Date when the customer type ends.

Missing Approved Card Consent

product (String) – Name of the subscription product. + Same My Pages/payment link parameters as above.

Event Starts

$!{code} – Field ‘Code’ from the event.

${eventBusinessunit} – Name of the business unit the event belongs to.

$!{internetInfo} – Field ‘Internet description’ from the event.

$!{note} – Field ‘Information’ from the event.

${productName} – Name of the event product.

${start} (Day) – Start day of the event.

Contract Reminder

${end} (TimePoint) – End timepoint of the contract booking.

${product} – Name of the product.

${resources} – List of resources allocated for the contract booking.

${start} (TimePoint) – Start timepoint of the contract booking.

Unsigned Digital Agreement Reminder