Automation tasks are the emails that automatically get sent by the ClubRunner system to all prospective members, these are sent at pre-determined intervals. For example even if the club takes no action, our system can send the prospect an automated email after they fill out the online application, then 3 days after, then 1 week after, then 1 month after and so on. This keeps the prospect engaged during the process. The club can turn this automation on or off.
Each automation task has an email template associated with it. The “3 day” email may offer different information than the “1 week” email.
In the list of automation tasks if you click the down arrow icon beside any task, four options appear.
Change Template: you can edit the associated email template for the task.
History: if this task has been enabled, this will show its entire history of actions over time.
Make Inactive (or Make Active): the automation task can be enabled or disabled.
Generate 1 Time: run this automation task just once, even if it is disabled.
