CONDITN. Automation Copy Review

For new accounts that are not already active, trial, or campaign contacts, and not excluded, this workflow runs a 3-5 day "get your trial" sequence: welcome SMS and email, repeated checks for a trial purchase, multiple status and opt-out guards, three SMS nudges, two emails, and three internal call tasks. It stops immediately if the contact buys a trial or becomes excluded, expired, or cancelled.

Goal: get the contact to book their first session. Skips people who are already active or new members, respects do-not-contact and cancelled/expired statuses, and creates internal follow-up tasks if they still haven't booked. Customer-facing: 2 emails and 3 SMS nudges. Internal: 2 call tasks (Day 2 and Day 3) if they still haven't booked.

When a contact books their first session, send a confirmation email and SMS - but only if they're still an active trial and not excluded, cancelled, or expired. Filters out anyone who has already attended, no-showed, cancelled their first session, or already become a new member.

Follows up with people on a 14-day trial who have attended their first session, encourages them to come back, and tries to convert them to a membership - while constantly checking if they've already bought or should stop receiving messages. Three checks repeat throughout: have they bought (stop if yes), should we stop messaging them (stop if excluded), and is their status expired or cancelled (stop if yes).

Same purpose as [1.3B], for the standard trial pack rather than the 14-day pack: stop people who shouldn't get messages (already a member, expired, cancelled, or excluded), then send a short follow-up sequence of SMS and emails to get them back in and buying a membership, with an internal task to call them if they still haven't signed up. The gap between messages is tighter here (2-2-3 days rather than 4-6-3) and the call task fires on Day 4 instead of Day 10.

Catches people who booked a first trial session but did not show up. A safely guarded, 2-step follow-up (SMS + email) with multiple checks to avoid messaging people who actually attended, purchased, expired, cancelled, or opted out.

A light, safety-checked reactivation sequence for people who cancelled their first trial session. Checks status/opt-out tags, waits a bit, then sends a gentle SMS and follow-up email to make it easy for them to rebook - unless they're excluded or their status has changed.

Smoothly onboards new members over their first month: welcome SMS and email, a 2-week check-in with a referral ask, and a 30-day check-in with a review ask (SMS + email). Multiple status guards throughout automatically exclude anyone who cancels, expires, or opts out at the next checkpoint.

Checks the contact isn't already an active or new member, isn't excluded from comms, and hasn't become expired or cancelled - then sends a single "Welcome ClassPass" email 20 minutes after their first ClassPass booking.

Assigns the contact to a staff member, checks they're not already an active/new member and not excluded, waits 20 minutes, double-checks their status, then sends a "you're becoming a regular" email to frequent ClassPass visitors who still qualify.