New Credits Assigned
New Credits Assigned runs when new credits are assigned to a client, for example when they buy a session pack or a plan renews. Use it to confirm the credits and to remind the client before they expire.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Subscription Credit Status | equals, not equals | Active, Expired, Completed |
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
Every action on this trigger can wait minutes to months, or before or after credit expiry.
| Action | What it does |
|---|---|
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. |
| Add Client Tags | Adds tags to the client record. Needs CRM Suite. |
| Remove Client Tags | Removes tags from the client record. Needs CRM Suite. |
| Add Contact Tags | Adds tags to the contact. |
| Remove Contact Tags | Removes tags from the contact. |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. |
| Assign a form and request form to be filled | Assigns a form to the client and sends a WhatsApp message asking them to fill it in. Needs CRM Suite. |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. |
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. |
| Add Text Client Notes | Adds a text note to the client record. Needs CRM Suite. |
| Add Document Client Notes | Attaches a document to the client record as a note. Needs CRM Suite. |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. Needs CRM Suite. |
Example
Remind clients before credits expire
- Create a rule with the New Credits Assigned trigger.
- Add the condition Subscription Credit Status equals Active.
- Add the action send a WhatsApp template message with a reminder template and Add wait & Schedule time of 7 day(s) before credit expiry.
Good to know
- Wait times can be set relative to credit expiry, for example 7 day(s) before credit expiry.