Using Automations, Optix can help you automate running promotions and incentives for certain memberships. A few examples of common incentives include:
Annual members receive their 12th month free
Presale or "Founder Membership" sales that offer an early sign-up bonus
Free Hot Desk Day Pass after 10th visit
To build an Automation that will automatically apply credit or Allowance to your Users' accounts, you'll want to start by:
Selecting your trigger. Using the examples above, this would either 'New Plan' or 'Resource Booking'.
Apply a delay if relevant. This will be determined by your incentive program.
Select your action to be either 'Add Invoice Item' to apply credit to a User's account or 'Add Allowance'.
You may also want to add a 4th step of 'Send Message' to let the User know they have just received the promotion.
See examples of Automation workflows below for more inspiration!
Example 1: Annual members receive their 12th month free
Example 2: Presale or "Founder Membership" sales that offer an early sign-up bonus
Example 3: Free Hot Desk Day Pass after 10th visit
Note: Adding invoice items and allowance via Automations are premium actions that require a subscription for Automations+. Learn more about Automations+ here.