Scalr | Automations & Messaging
Automations & Messaging

Every Message, Sent at the Right Moment

Automations fire on real member behaviour, across SMS, WhatsApp and Email, so the right message goes out without anyone having to remember to send it.

Automations Across the Full Member Journey

From first lead to loyal member, every stage of the lifecycle gets its own automations, so nothing falls through the cracks as people move through your funnel.

Member Journey

Visualise your member lifecycle and the automations at each stage

Leads

2 automations running

+ Add Automation

Trials

3 automations running

+ Add Automation

Onboarding

2 automations running

+ Add Automation

Retention

4 automations running

+ Add Automation
Triggered by Behaviour

Every automation starts with a real signal from the member, not a guess or a fixed date on a calendar.

💼 Trials 0/2 automations active ×
Automations2
Upcoming
History16
✨ Suggested automations
Trial Purchased Trial Midpoint Days Until Expired Days Since Last Class Days After Trial Purchased Trialist Visits Reached
Days After Expiration SMS Active 🗑
First Class SMS Active 🗑
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One Inbox, Every Channel

SMS, WhatsApp and Email messages to the same member land in a single thread, so your team always has the full conversation, whichever channel a reply comes back on.

5 Conversations
Sarah Bennett11:44am
TrialsYep, sauna's included with 4x Monthly!
Jordan Blake2h
LeadsYes, I'd love to book a trial class
Priya Anand4h
LeadsIs there a discount for annual plans?
Tom WhitfieldYesterday
OnboardingJust finished my induction, thanks!
Meera Kapoor2d
RetentionCan I pause my membership?
Sarah Bennett
Trialist · Trial expired
SMS WhatsApp Email
Hey Sarah, your trial's come to an end! Looks like Hot Yoga was your favourite, you came to loads of those, so we'd recommend starting with our 4x Monthly membership, want us to set that up?
Automated · WhatsApp · Mon 9:02am
oh nice, does that include the sauna sessions too?
Sarah · WhatsApp · Mon 11:40am
Yep, sauna's included with 4x Monthly! Grab it here: www.wearescalr.com
WhatsApp · Mon 11:44am
Type your message… (Enter to send)
Templates That Do the Heavy Lifting

Build a message once, tag it by purpose, and reuse it across every automation or send it manually when a personal touch is needed.

Trial Expiry
Trial Ended — Membership Offer
SMS WhatsApp Email

“Hey {{first_name}}, your trial's come to an end! Based on how often you came in, we'd recommend starting with our {{recommended_plan}} membership, want us to set that up?”

Membership Upsell
Personalised Plan Recommendation

“Hey {{first_name}}, based on your {{trial_visit_count}} visits this trial, we think {{recommended_plan}} would suit you best. Want us to get you set up?”

Trial Check-in
Midway Check-in

“Hey {{first_name}}, you're halfway through your trial! Let us know if you have any questions before it wraps up.”

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