CRMConnect: Mindbody → ActiveC...
CRMConnect: Mindbody and ActiveCampaign Integration - Introducing Next Class & Appointment Updates
6min
crmconnect mindbody and activecampaign – version 1 20 we’re excited to introduce new enhancements that further streamline the integration between mindbody and activecampaign version 1 20 dynamically updates the next class and next appointment fields whenever a new booking is made or an existing appointment/class is rescheduled or canceled if no upcoming events are scheduled, these fields are automatically cleared to maintain accurate data key benefits real time updates keep your activecampaign contacts current with their next class or appointment details, updating in real time whenever bookings change automation automatically trigger or stop personalized campaigns based on the presence or absence of “next class” and “next appointment” data improved customer experience provide timely reminders and notifications, ensuring clients stay engaged with your business this update helps align your marketing workflows with your clients’ schedules—stay tuned for even more optimizations! 1\ next class information version 1 20 introduces new fields in activecampaign that automatically reflect a client’s next scheduled class in mindbody mb next class booked location mb next class booked id mb next class booked mb next class booked date mb next class booked time mb next class booked staff with these new fields, you always have accurate and up to date class information for your clients 2\ upcoming appointment fields in addition to “next class” details, this release updates the following appointment specific fields mb upcoming appt id mb upcoming appt name mb upcoming appt updated date mb upcoming appt date mb upcoming appt datetime mb upcoming appt day mb upcoming appt time mb upcoming appt staff mb upcoming appt location these fields ensure your clients’ upcoming appointments in activecampaign are always accurate and refreshed in real time 3\ enhanced update logic and frequencies with version 1 20, the system re evaluates a client’s scheduled visits after each trigger event, whether class or appointment based this includes classes new booking instant update canceled booking instant update class completed updates 30 minutes after the class ends appointments new appointment every 15 minutes updated appointment every 15 minutes canceled appointment instant update this structure supports multiple events in a single day, automatically refreshing the “next class” and “next appointment” fields each time 4\ processing scheduled visits for one year when crmconnect is initially installed, “next class” and “upcoming appointment” fields are populated by reviewing all scheduled visits up to one year in advance this initial sync ensures a solid starting point for automation and communication