CRMConnect: Mindbody and ActiveCampaign Integration - Introducing Next Class & Appointment Updates
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.
- 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!
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.
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.
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.
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.
