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How to Assign a Trainerize Program Using AI Forms & Automations

Automatically assign a static Trainerize program to clients based on their AI Form answers.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over a month ago

Sometimes you want to assign a specific Trainerize program based on a client’s answer in an AI Form.

Example:

  • AI Form question: “What is your goal?”

  • Options:

    • Weight Loss

    • Muscle Gain

    • General Fitness

If a client selects Weight Loss, you want them to automatically receive your Weight Loss Trainerize Program.

This can be done using AI Forms + Automations.


Step 1: Create Your AI Form

  1. Go to AI Forms

  2. Create or edit a form

  3. Add a Single Choice question
    Example:

    • Question: What is your goal?

    • Options:

      • Weight Loss

      • Muscle Gain

      • General Fitness

  4. Save and publish the form


Step 2: Create a New Automation

  1. Go to Automations

  2. Click Create Automation

  3. Give the automation a name
    Example: Assign Weight Loss Program


Step 3: Set the Trigger (AI Form Submission)

  1. Trigger Type: AI Form Submission

  2. Select the correct AI Form

  3. Click Add Filter

Configure the Filter

  • Select the question from your AI Form
    (e.g. What is your goal?)

  • Condition: Equals

  • Value: Weight Loss

This means: The automation will ONLY run if the client selected Weight Loss.


Step 4: Add the Action (Assign Trainerize Program)

  1. Click Add Action

  2. Choose Assign Trainerize Program

  3. Select the Trainerize program you want to assign

  4. Choose the Start Date:

    • Today

    • Tomorrow

    • Next Monday

    • Any day you want

Once configured, save the action.


Step 5: Activate the Automation

  1. Review your trigger and action

  2. Click Activate Automation

That’s it ✅


How It Works for the Client

  1. Client submits the AI Form

  2. They select Weight Loss

  3. Automation detects the answer

  4. The correct Trainerize program is automatically assigned

  5. No manual work needed


Important Notes

  • This works best for static programs (pre-built Trainerize programs)

  • You can create multiple automations for different answers
    (one for Weight Loss, one for Muscle Gain, etc.)

  • Make sure:

    • The AI Form is published

    • The Trainerize program exists

    • The automation is active


Common Use Cases

  • Assign programs based on:

    • Goal

    • Training level

    • Experience

    • Equipment availability

  • Fully automated onboarding

  • Zero manual program assignment


Using AI Forms + Automations, you can build a powerful, hands-off onboarding flow that assigns the right Trainerize program every time.

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