Category
Agreements
Bookings
Checkin
Custom Dimensions
Custom Forms
Date & Time
Demographics
Guest Passes
How Introduced
Misc.
Payments Status
Purchases
Status
Detail
Category
Prospect
Member / Customer
Former Member / Customer
Internal Lead
Booking is Canceled Inside of Policy
Bookings
Yes
Yes
Yes
Yes
Booking is Canceled Outside of Policy
Bookings
Yes
Yes
Yes
Yes
Coming Off Freeze in X Days
Agreements
No
Yes
Yes
Yes
Custom Category Setting
Custom Dimensions
Yes
Yes
Yes
Yes
Days Passed Since Their Last Checkin Is X Days
Checkin
Yes
Yes
No
Yes
Has been specific membership type for X days
Status
No
Yes
Yes
Yes
Has made any purchase in X days
Purchases
No
Yes
Yes
Yes
Has made no purchases in X days
Purchases
No
Yes
Yes
Yes
Has unpaid booking related invoices
Purchases
Yes
Yes
Yes
Yes
It Is Their Birthday Today
Status
Yes
Yes
Yes
Yes
Number of days since prospect/member has attended "X" Class Type
Bookings
Yes
Yes
Yes
Yes
Number Of Days Since This Rule Last Fired For Them Is Greater Than X Days Or Never
Misc.
Yes
Yes
Yes
Yes
Staff Member Assigned To Them Is
Status
Yes
Yes
Yes
Yes
The current month is
Date & Time
Yes
Yes
Yes
Yes
The current year is
Date & Time
Yes
Yes
Yes
Yes
The day of the week is
Date & Time
Yes
Yes
Yes
Yes
The Local Date is
Date & Time
Yes
Yes
Yes
Yes
The local date is after
Date & Time
Yes
Yes
Yes
Yes
The Local Date is before
Date & Time
Yes
Yes
Yes
Yes
The Number Of Days Until Their Membership Expires Is
Status
No
Yes
No
No
Their Account is frozen
Status
No
Yes
Yes
Yes
Their Account is not frozen
Status
No
Yes
Yes
Yes
Their Booking Location Type Is
Bookings
Yes
Yes
Yes
Yes
Their Gender is Other
Demographics
Yes
Yes
Yes
Yes
Their Gender is Unknown
Demographics
Yes
Yes
Yes
Yes
Their Initial Contact Was A Phone Call
How Introduced
Yes
Yes
Yes
Yes
Their Initial Contact Was A Walk In
How Introduced
Yes
Yes
Yes
Yes
Their Initial Contact Was Via Web / Email
How Introduced
Yes
Yes
Yes
Yes
Their Last Credit Expires in X days
Bookings
Yes
Yes
Yes
Yes
Their Lead Source (Referral Type) Is
How Introduced
Yes
Yes
Yes
Yes
Their Membership Type Is
Status
Yes
Yes
Yes
Yes
Their Number of Days As A Customer Is X Days
Status
No
Yes
No
No
Their Number of Days As A Member Is X Days
Status
No
Yes
No
No
Their Number of Days As Their Current Lead Type Is X Days
Status
Yes
No
No
Yes
Their Total Number of Checkins Equals
Checkin
Yes
Yes
No
Yes
There are no open staff tasks for the user
Status
Yes
Yes
Yes
Yes
There are open staff tasks for the user
Status
Yes
Yes
Yes
Yes
They Are Currently In Third Party Status
Payments Status
No
Yes
Yes
No
They Are Currently Late
Payments Status
No
Yes
No
No
They Are Female
Demographics
Yes
Yes
Yes
Yes
They are in a specific Club
Misc.
Yes
Yes
Yes
Yes
They are in a specific District
Misc.
Yes
Yes
Yes
Yes
They are in a specific Division
Misc.
Yes
Yes
Yes
Yes
They Are Male
Demographics
Yes
Yes
Yes
Yes
They Are Not Assigned To A Sales Staff Member
Status
Yes
Yes
Yes
Yes
They Are Not Currently Late
Payments Status
Yes
Yes
Yes
Yes
They Are Not Opted In To Promotional SMS
Status
Yes
Yes
Yes
Yes
They Are Older Than X Years Old
Demographics
Yes
Yes
Yes
Yes
They Are Younger Than X Years Old
Demographics
Yes
Yes
Yes
Yes
They Cancelled Because Of X Reason
Agreements
Yes
Yes
Yes
Yes
They Currently Are In Collections Status
Payments Status
No
Yes
Yes
No
They Currently Have A Frozen Agreement
Status
No
Yes
Yes
No
They Currently Have Unused Session Credits
Bookings
Yes
Yes
Yes
Yes
They Do Not Have Any Payment Method On File
Payments Status
Yes
Yes
No
Yes
They Have A Specific Tag
Custom Dimensions
Yes
Yes
Yes
Yes
They have a class booking in X days
Bookings
Yes
Yes
Yes
Yes
They Have A Custom Score Equal To X Equals
Custom Dimensions
Yes
Yes
Yes
Yes
They Have a Custom Score Greater Than X Is Greater Than
Custom Dimensions
Yes
Yes
Yes
Yes
They Have A Custom Score Less Than X Is Less Than
Custom Dimensions
Yes
Yes
Yes
Yes
They Have A Guest Pass
Guest Passes
Yes
No
No
No
They Have A Non-Active Guest Pass
Guest Passes
Yes
No
No
No
They have a service booking in X days
Bookings
Yes
Yes
Yes
Yes
They Have An Active Guest Pass
Guest Passes
Yes
No
No
No
They Have An Email Address Entered Into The System
Status
Yes
Yes
Yes
Yes
They Have An Expired Guest Pass
Guest Passes
Yes
No
No
No
They have any booking in X days
Bookings
Yes
Yes
Yes
Yes
They Have Attended A Class A Certain Number of Times
Bookings
Yes
Yes
Yes
Yes
They have been inactive for X days
Status
No
No
Yes
No
They have been inactive for X or more days
Status
No
No
Yes
No
They Have Completed A Specific Custom Form
Custom Forms
Yes
Yes
Yes
Yes
They Have Future Open Bookings
Bookings
Yes
Yes
Yes
Yes
They Have Future Scheduled Payments
Payments Status
No
Yes
No
No
They Have Made Product Purchases In The Past
Purchases
No
Yes
Yes
Yes
They Have Never Checked In To Club
Checkin
Yes
Yes
No
Yes
They Have Never Logged In To Login Area
Misc.
Yes
Yes
Yes
Yes
They have no bookings in the next X days
Bookings
Yes
Yes
Yes
Yes
They Have No Cell Phone Entered Into The System
Status
Yes
Yes
Yes
Yes
They have no completed bookings in the last X days
Bookings
Yes
Yes
Yes
Yes
They Have No Email Address Entered Into The System
Status
Yes
Yes
Yes
Yes
They Have No Future Open Bookings
Bookings
Yes
Yes
Yes
Yes
They Have No Future Scheduled Payments
Payments Status
No
Yes
Yes
Yes
They Have Not Been Called On The Phone In The Past 30 Days
Status
Yes
No
No
Yes
They Have Not Checked in Today
Checkin
Yes
Yes
Yes
Yes
They Have Not Completed A Specific Custom Form
Custom Forms
Yes
Yes
Yes
Yes
They have not shown up for their last X bookings
Bookings
Yes
Yes
Yes
Yes
They have past due invoices X days past due
Payments Status
No
Yes
Yes
Yes
They Have This Amenity
Status
Yes
Yes
Yes
Yes
They Have X Number Of Available Session Credits
Bookings
Yes
Yes
Yes
Yes
They signed their first agreement today
Purchases
No
Yes
No
No
They signed their first contract and the contract's name does not end with
Purchases
No
Yes
No
No
They Were Originally Added As A Lead X Days Ago
Status
Yes
No
No
No
This Rule Has Never Ran Before For Them
Misc.
Yes
Yes
Yes
Yes
User has an external Id
Status
No
Yes
No
No