Automations allow you to build workflows that run automatically when certain events occur in Trainerize.
Here is the complete step-by-step guide to creating your first automation.
1. Open the Automations Page
Then click Create Automation.
Give your automation a name, for example:
New Client Automation â click Continue.
2. Add Your Trigger
Click the â icon to add the first part of your automation.
Choose:
đ± âNew Trainerize Client Addedâ
This is a great example for onboarding flows.
3. Configure the Trigger
A configuration panel will appear on the right.
You have two optional filters:
A) Tag Filter (from Trainerize)
You can choose to trigger this automation only when the new client has specific tags.
Example:
Select â1:1 Personalizedâ or any tag synced from Trainerize.
IMPORTANT:
If you plan to use a tag filter, the tag must already be present at the moment the client is created in Trainerize.
If you add the client first, and add the tag later, the automation will NOT trigger.
B) Assigned Coach Filter
You can trigger the automation only when the client is assigned to a specific coach.
Choose your coach if needed.
When done, click Save Configuration.
4. Add Your First Action (Send Message)
Click Add Action â Send Trainerize Message.
Message Sender
We recommend choosing Assigned Coach so the message comes from the clientâs real trainer.
Two Ways to Write the Message
Option 1: Static Message (No AI)
Turn OFF the âUse AI to generate message contentâ toggle.
Write your message manually in the Message Content box.
Example:
Hey {client_first_name}, welcome to the program! Weâre excited to work with you.(You can use placeholders anywhere.)
Option 2: AI-Generated Message
Enable âUse AI to generate message contentâ and write your prompt.
The AI will automatically personalize the message with real client data.
5. Add Form Links (Optional)
You can include AI Form links directly inside the message:
Enable:
âInclude a form link in this messageâ
Then choose the form.
Example:
Please complete your onboarding form here: {form_link}You can also add a secondary form link if needed by enabling the 2nd form link (select the form) and user placeholder {form_link_2}
Click Save Configuration.
6. Add a Second Action (Assign Habits)
Click Add Action + button â Assign Habits.
Choose one of the following:
Existing Trainerize habits
Smart habits
Custom habits
Or create a new habit on the spot
Example: Creating a custom habit
Name: 10,000 steps per day
Start date: Today
Duration: 52 weeks
Days: MondayâFriday
Click Save Configuration.
7. Save Your Automation
Click the Unsaved Changes button â Save.
Then toggle the automation to Enabled.
Your automation is now live.
8. Test Your Automation (Recommended)
Click Test.
Select a client â click Run Test.
This shows you exactly what actions will happen and ensures everything works correctly before going live.
Done!
Youâve successfully created an automation that:
Triggers when a new client is added
Sends a personalized message
Includes form links (optional)
Assigns habits
Runs automatically every time the condition is met