This article explains how to use the Mindbody integration to trigger automations.

The Mindbody integration imports contacts from your Mindbody account to your Emma audience on a nightly basis. You can also pair it with our automation and segmenting tools, so that you can create email campaigns that strategically target your audience. Here, we'll look at two types of automations that you can use with your Mindbody contacts.

In this article Automation triggers Automation examples Additional resources

Automation triggers

The Mindbody integration is compatible with the field change trigger and the date-based trigger. For a list of all Mindbody fields that you can map, please refer to this article.

Field change

Brand new contacts cannot trigger a field change workflow. This means that the first time a contact is added to Emma from Mindbody, they will not be eligible to trigger any field change workflows. In order to be eligible, a contact must already be in your Emma audience and then have a field change.

Changing a field in Mindbody does not initiate an import to Emma. Once you update a field in Mindbody, the field will not change in Emma until a sync is run.

Date-based

For Mindbody date-based workflows, we recommend that you delay the workflow trigger by two days. If you operate in US Eastern time, we recommended that you delay the trigger by three days instead. This gives enough time to ensure that all data has been imported before attempting to trigger automated campaigns and decreases the chances of a contact missing their cutoff time.

Automation examples

Here are some possible use cases for date-based triggers with Mindbody:

Welcome email

1. Map the Profile creation date field.
2. Create a workflow that’s triggered once exactly on that date.
3. Set the first email to go out two days after the Profile creation date.

New client upsell

1. Map the Contract name and Profile creation date fields.
2. Create a segment in which the Contract name field is empty and name the segment Non-members.
3. Create a workflow that’s triggered once exactly on the Profile creation date and base the audience on the Non-members segment. This will pull clients out of the workflow when they become members.
4. Set the first email in the workflow to go out two days after the Profile creation date.

Contract renewal reminder

1. Map the Contract expiration date field.
2. Create a segment in which the Contract expiration date field is within the next 30 days OR within the past 7 days and name it Expiring contracts.
3. Create a workflow that’s triggered once exactly on the Contract expiration date and base the audience on the Expiring contracts segment.
4. Set the first email in the workflow to go out X number of days before the Contract expiration date.

Contract renewal or new contract follow-up

1. Map the Contract start date field.
2. Create a workflow that’s triggered once exactly on that date.
3. Set the first email in the workflow to go out two days after the Contract start date.

Win-back campaign for expired memberships

1. Map the Contract expiration date field.
2. Create a segment in which the Contract expiration date field is within the next 7 days OR within the last 30 days and name it Expired contracts.
3. Create a workflow that’s triggered once exactly on the Contract expiration date and base the audience on the Expired contracts segment. This will pull clients out of the workflow if / when they become members again.
4. Set the first email in the workflow to go out two days after the Contract expiration date.

Birthday promotion

1. Map the Date of birth field.
2. Create a workflow that’s triggered every year on the anniversary of that date.
3. Set the first email to go out either on their birthday or a number of days before their birthday.

Additional resources

• Mindbody integration: Frequently asked questions
• Mindbody integration: Installation guide
• Mindbody integration: Segmentation
• How to use the automation workflow builder
• Trigger events: Field change
• Trigger events: Date-based