Data Tags are provided directly by Mindbody and reflect real-time client data, such as “Membership Expired,” “New Lead,” or “First Class Completed.” These tags allow your workflow to automatically adapt based on each client’s status, so you can send personalized messages that truly resonate.

Users can set trigger conditions to decide when the next action happens—like when a tag changes, hits a set value, or meets a rule they’ve defined.

This is where the magic happens. Actions let you send messages, update CRM fields, add contacts to campaigns, and much more. Each action is designed to move your lead closer to conversion with zero manual effort.

Sometimes timing is everything. Delays allow you to space out actions — wait 10 minutes before sending a follow-up, or 3 days before checking back in. It creates a natural, human rhythm to your automation.

Keep your team in the loop. Assign lets you automatically route leads to the right person – sales rep, customer success, or support – ensuring fast, personal responses from the right team member every time.