When one of your contacts starts their fitness journey, it’s a personal decision and you want to be there for them — rooting for them every step of the way.

But the day to day duties of running your fitness business can get in the way. You have to:

  • Build a workout/class schedule
  • Manage your team
  • Develop a program
  • Market your program
  • Meet with new clients
  • Work out with your existing clients
  • Follow up with potential clients
  • Maintain your website and social media profiles
  • Create new content

That doesn’t leave a lot of time for you to provide the 1-on-1 focus and attention for a contact, much less all of your contacts.

ActiveCampaign can help.

We have 11 automation recipe templates designed for fitness and wellness businesses. The automation recipes focus on providing your personalized communication to your contacts at the right moment.

These automations help you to:

  • Send out workout routines focused on the contact’s fitness goals
  • Segment and track new and existing contacts
  • Send appointment reminders
  • Market and upsell your program

The 11 automation recipes in this post are:

  1. Fitness: Info Request Form Submission
  2. Fitness: Offsite Form Submit
  3. Fitness Gym Location Segment
  4. Fitness Club Trial Onboarding Sequence
  5. Fitness: Weekly Workout Email Series
  6. Fitness: Progress-Based Weekly Workout Email Series
  7. Fitness: Workout Boot Camp and Weigh-In
  8. Fitness: SMS Client Reminders
  9. Fitness: Workout Goals Upsell
  10. Fitness: Guest Pass From Email Forward
  11. Fitness: Target Weight Achieved

1. Fitness: Info Request Form Submission

Sometimes a contact is interested, but needs a little information before making a commitment to your business.

An info request form exists for occasions like this.

But how do you handle the replies of multiple daily form submissions? You don’t – an automation does.

The Info Request Form Submission Automation Recipe handles the initial reply after form submission to let a contact know they’ve been heard – and giving you time to craft a first, personalized response.

When a contact submits a form on your site for more information, a notification is sent to your team to reach out. A thank you email is sent to the contact letting them know you will be reaching out shortly to answer their questions.

Before you import this automation recipe, build out an ActiveCampaign form.

How does the info request form submission automation work?

  1. Contact enters the automation: A contact submits the form on your site. For this step, you need to choose the form you want to trigger this automation.
  2. Create a wait time: This is the time between when a contact submits the form and when a notification goes to your team to respond with a message.
  3. Notify a team member to respond: You will want to set this Send To email address to be whoever you want to be notified that they need to reach out to the contact.
  4. Automation sends a Thanks For Your Interest email: Tailor this message to thank the contact while also letting them know you’ll send a personalized message soon and the channel to expect that communication from.

What do you need to use the info request form submission automation recipe?

Just an ActiveCampaign account, a form, and a contact list!

2. Fitness: Offsite Form Submit

Let’s say you’re a fitness business, and you host an event in the park. It’s the perfect time to get to know future contacts in person and collect their contact info.

How do you actually collect that info without your usual website form?

Yes, online channels are very handy for collecting new contacts. But they aren’t the only way. Conferences, festivals, and other events can also be great ways to collect contacts.

Fun fact: you can use the iPad form offline and all of the collected contacts will still sync to your account when you reconnect to the Internet later!

And more good news – you can easily transfer new contact information into your marketing platform and create deals from offsite form submission.

That’s where automation comes in. Specifically, the Offsite Form Submit Automation Recipe.

When people attend your offsite events, you can use an offsite submission form through an iPad to collect their contact information. This automation then helps you begin a conversation by tagging them as an offsite form submission, creating a new deal and sending a first outreach email.

Before you import this automation recipe, make sure to create a form on your iPad using the ActiveCampaign app for iPad.

How does the offsite form submit automation work?

Here’s how the offsite form submit automation works:

  1. Create an offsite submission form: Create and choose the form you want to use to collect event sign-ups, such as an iPad form. If you don’t use the iPad form method, you could always trigger the automation by assigning a specific tag when you import the collected contact. Make sure the trigger is adjusted to however you want to organize them.
  2. Tag is added to a new contact: This tag can be customized to the event that they signed up at.
  3. Create a new deal: Here you want to set up the deal for the contact. Choose the pipeline, stage, and owner.
  4. Create a new task: This action is setting up the task to reach out. Choose which task type you want and any notes you want to include on the task for the deal owner.
  5. Send first outreach email: This campaign is a general welcome email sent to your new contact. You can also let them know to expect to hear from you more directly soon.

What do you need to use the offsite form submit automation recipe?

Just an ActiveCampaign account, an offsite form, ActiveCampaign CRM, and a contact list!

3. Fitness Gym Location Segment

Every one of your fitness contacts is on a fitness journey – but maybe not all in the same place.

If your fitness program reaches outside of your local station, you can’t send the same messages to each contact. A month free discount email at a gym location nowhere near a contact is only going to cause confusion – and potentially a departure from your fitness program.

To avoid this, you can segment your contacts to receive messages specifically for people at different gym locations. You can do this by using the Fitness Gym Location Segment Automation Recipe.

When a contact submits a form, segment them into a fitness center list based on the location they select on the form. This allows you to send specific location information about:

  • Upcoming classes
  • Events
  • Special discounts and deals
  • Any other location-specific info

How does the fitness gym location segment automation work?

Here’s how the fitness gym location segment automation works:

  1. Trigger the automation: Choose the form you want to trigger this automation. If using a variety of forms, you may want to build out a trigger for each form.
  2. Check for the form location custom field response: This IF/ELSE checks out for one of the options for which location the contact said they are interested in or live by to add them to that list.
  3. Choose the list for the first IF/ELSE action: This is the first location list to add contacts to. This IF/ELSE checks out for one of the options for which location the contact said they are interested in or live by to add them to that list.
  4. Create IF/ELSE actions for every location: This automation is set up to accommodate 3 locations. Feel free to add more IF/ELSE steps if you have more than three locations
  5. Notify a team member about unplaced contacts: Towards the end of the automation, a notification is sent if a contact somehow did not meet any of the form field options. The team member can see if there was an issue with the logic set up or if the contact just somehow didn’t fill out this field and correct it accordingly.

What do you need to use the fitness gym location segment automation recipe?

Just an ActiveCampaign account and a contact list!

4. Fitness Club Trial Onboarding Sequence

A free trial is a great way to get new contacts familiar with your fitness program and incentivize them to stay on as a permanent customer. The question is…

What’s going to make them stay?

Just because someone signs up for a free trial doesn’t mean that they are going to become a customer – or even complete the whole trial. This is the time period where continuous communication is essential to trial conversion success.

An automated onboarding sequence will help here. You can get started on this right away using the Fitness Club Trial Onboarding Sequence Automation Recipe.

What does this mean?

This automated email sequence continuously engages contacts who sign up for your trial period with onboarding messages and follows-up to incentivize going from trial to permanent fitness club customer.

An onboarding sequence like this can include emails like:

  • A welcome email, detailing free trial guidelines and points of contact
  • An email to familiarize them with the facility amenities
  • A special events calendar to get them looking ahead beyond their free trial period

You can customize this automation recipe to include whatever onboarding emails you’d like. Once contacts become a permanent fitness club member, they leave the automation sequence and won’t receive any more onboarding messages.

How does the fitness club trial onboarding sequence automation work?

Here’s how the fitness club trial onboarding sequence automation works:

  1. Contact subscribes to the trial list and triggers the automation: The list selected should be specifically for contacts who sign up for your free trial period at your fitness club. If you don’t use a list to denote this, you can adjust the trigger to how you keep track of this. Examples include a tag or a stage in your pipeline. Just make sure you also adjust the goal at the end as well to reflect your chosen system.
  2. Send the first campaign of your trial email sequence: This email goes out to the contact as soon as they sign up for the free trial and can include information like directions to the fitness center, information on the facility, how to check-in for the first time, and more.
  3. Set a wait time between campaigns: This wait time will occur between each campaign to give a contact time to engage with the message. Feel free to adjust these times to whatever makes sense for you. This example assumes a 2 week trial with a follow-up after.
  4. Send a progress check-in campaign: This email is a check-in halfway through a trial. It lets contacts voice any concerns or questions so you can help answer them while they are still actively engaging with you. Insert your chosen wait time period after this campaign.
  5. Send a trial-end offer email: This email is sent at the end of the trial and encourages them to sign up now. Including a deal could incentivize action now over later. Insert your chosen wait time period after this campaign.
  6. Send reminder offer campaigns at your own pace: Each email after this is sent with a longer time period between them so that you don’t overwhelm the contact but still let them know you care about their fitness journey. Feel free to add more wait steps and actions as you see fit.
  7. Contact reaches the automation goal: Congrats! Your contact is now an official member which means they’ve reached the Goal step of the automation. This goal checks for if the contact has become a member by subscribing to your membership list. Once they meet this condition, they will skip all further messages incentivizing them to join and exit the follow-up. If a contact reaches the goal step but doesn’t become a member, they will still exit the automation.

What do you need to use the fitness club trial onboarding sequence automation recipe?

Just an ActiveCampaign account and a contact list!

5. Fitness: Weekly Workout Email Series

Lots of your fitness contacts are trying to build a regular weekly workout habit, and a lot of them likely run into the same big problem – motivation.

It’s hard to find time to work out, let alone to stay vigilant about how frequently you do it. It would be so nice to have a concrete, regularly-scheduled reminder to better the chances of establishing a weekly workout routine.

And guess what – there is an easy way to help your contacts build regular weekly workout routines while making less work for your business. It’s the Weekly Workout Email Series Automation Recipe!

How does this help you and your contacts?

  • Your contacts get an automated reminder with a weekly workout plan at the beginning of the week (plus, an automated follow-up at the week’s end) so they don’t have to remember to motivate themselves
  • You save time to focus on other tasks knowing that your contacts automatically get what they need to stay engaged with your business

With this automation recipe, life gets so much easier for both you and your clients. A quick recipe import and your contacts are on their way to building a regular weekly workout routine.

How does the weekly workout email series automation work?

Here’s how the weekly workout email series automation works:

  1. Send a Prep Email: This is the message your contacts get letting them know what to expect from your weekly emails and welcome them to your program. This is the only campaign that is not weekly
  2. Wait Time: This is a suggestion of a specific send time. Feel free to adjust this to when you would want to send out your weekly email. The automation waits until the following first Monday to begin the rest of the email series.
  3. Send Beginning of the Week Email: This is the first of 2 weekly emails that you’ll send in this automated email series. This first email tells your contacts about the upcoming week’s workout. You can use conditional content to have one campaign target contacts with different goals.
  4. Send End of the Week Email: This is the second weekly email to your contacts that checks in to see if they completed their workout goals for the week.
  5. Go to Next Action: This Go-To action sends contacts who make it to the wait step that will wait until your chosen time to send out that week’s workouts.

NOTE: Each week, you can alter the beginning of the week’s email to update it with any new details for the upcoming weekly workout. Alternatively, it can be an evergreen workout email with your weekly regiment that doesn’t change.

What do you need to use the weekly workout email series automation recipe?

Just an ActiveCampaign account and a contact list!

6. Fitness: Progress-Based Weekly Workout Email Series

A fitness journey is hard to stick to. But if your business is fitness, getting people to stick to it is kind of important.

To keep your contacts and current customers engaged, it’s important to follow their progress. That way you can send them emails that make sense for their place in the customer journey.

At any given point of the process, you’ll be sending emails like:

  • Welcome email
  • First milestone email
  • Re-engagement email if they lapse
  • Special event email
  • And a bunch more depending on your business

Every stage of the contact journey needs different types of emails. And if you have a lot of contacts, tracking who needs what email message when manually doesn’t make sense.

That’s why we automate it. Check out the Progress-Based Weekly Workout Email Series Automation recipe!

With this automation, send your contacts a weekly workout email based on how far into your workout program they are – and keep sending them. Each week, a custom field is checked to verify what level the contact is currently at and then the contact receives the corresponding workout email.

This automation can also be used to send workout emails based on the contact’s current workout goals. Before you import this automation recipe, build out a custom field to store the workout level information of the contact.

Send fitness progress-based email campaigns and keep your contacts on the path to success!

How does the progress-based weekly workout email series automation work?

Here’s how the progress-based weekly workout email series automation works:

  1. Contact enters the automation via trigger: This automation can be triggered by a tag being added, a deal being created, or other triggers. In the recipe, the trigger is set to start the automation when a contact subscribes to a list. Feel free to adjust this to what makes sense for your business.
  2. Check the custom field to decide campaign: This IF/ELSE is checking a custom field to see the contact’s Workout Level or Workout Goals to send them the appropriate workout campaign.
  3. Wait time between IF/ELSE and first email: Set this Wait step to whatever time makes sense for you. Currently, it starts on the first Monday following the first part of the automation.
  4. Send the first progress-based email: This is the campaign sent to the first level contacts with their workout. Alternatively, it can be for contacts with a specific workout goal or method, such as weights or cardio.
  5. Continue through the automation: These Go-To actions allow for contacts to move up or down in level without having to move them to a different automation each time. The automation then repeats this cycle for each fitness level email sent.
  6. Set wait time for the next email tier: Set this Wait step to your preferred time period.
  7. Send the second progress-based email: This is the campaign sent to the second level contacts with their workout. The next IF/ELSE point checks a custom field to see the contact’s Workout Level or Workout Goals to send them the next appropriate workout campaign.
  8. Set wait time for the next progress-based email: Set this Wait step to your preferred time period.
  9. Send the third progress-based email: This is the campaign for contacts at level three of their fitness progress.
  10. Check contact progress and notify the sender: This notification step is triggered if the contact met none of the previous IF/ELSE actions. They could have accidentally been entered, need adjustment, etc. This lets a team member know so they can look into the contact.
  11. Decide to continue or discontinue the contact’s automation journey: If the team member realizes the contact shouldn’t be in the automation, they can add the tag Remove Fitness and it will remove the contact from the automation. Otherwise, the contact will remain in the automation and go to the top of the workflow to be assigned to the right workout for them.

What do you need to use the progress-based weekly workout email series automation recipe?

Just an ActiveCampaign account and a contact list!

7. Fitness: Workout Boot Camp and Weigh-In

It’s hard to find the time to go to the gym, and even harder to find in-person time to check in on fitness progress. Let’s face it – you can’t do an in-person check for each one of your contacts.

Instead, automate it! The Workout Boot Camp and Weigh-In Automation Recipe can help you send a fitness progress check-in and help keep your contacts engaged.

This email series is intended for a boot camp or perhaps a monthly class structure without the need to meet in person. It sends out weekly emails with the contact’s workouts and then sends a follow-up requesting them to do a weigh-in or check-in of your choosing.

How does the workout boot camp and weigh-in automation work?

Here’s how the workout boot camp and weigh-in automation works:

  1. Contact enters the automation via trigger: This trigger can be anything, like subscribing to a specific list, adding a tag, or submitting a form. You can adjust this to be what you want.
  2. Send a welcome email: This message is to thank your contacts for signing up for the boot camp and set expectations for the upcoming email series.
  3. Add a wait time: This wait time allows the contact to spend some time getting prepared with your fitness program. Feel free to adjust this to a specific date for the start of your boot camp or set up a less specific wait for an evergreen boot camp.
  4. Begin weekly workout email series: The Workout Week emails should outline what exercises the contact should be doing for the week or where they can get that information.
  5. Continue wait times and weekly workout emails: These wait steps are set up to be weekly cycles but feel free to adjust them to whatever you would prefer. You can create as many weekly check-in emails as you need. The check-in emails are a good opportunity for your contact to reach out if they were unable to complete their work-outs or give feedback.

What do you need to use the workout boot camp and weigh-in automation recipe?

Just an ActiveCampaign account and a contact list!

8. Fitness: SMS Client Reminders

In day-to-day life, people are on the go. Sometimes we forget to check emails, or we silence calendar notifications. This means that a lot of personal training fitness sessions can get skipped, which is the last thing you want your contacts to do.

How do you cut through the daily noise and remind your contacts to continue their fitness journey with you?

Answer: with an automated SMS client reminder. The SMS Client Reminders Automation Recipe makes it easy for you.

On the day of a personal training session, send a reminder SMS to your contacts. It’s quick, easy, and harder to ignore than a calendar alarm with an off option.

Pretty soon, your fitness contacts will be seeing a helpful “don’t forget to work out!” reminder helping them continue their fitness program and engagement with your business.

Before you import this automation recipe, build a date-based custom field to store the personal training date.

How does the SMS client reminders automation work?

  1. Prepare for the automation import: Build a date-based custom field with the personal training date that you want to remind someone of.
  2. Create a trigger: This trigger uses the date-based custom field that you create with the personal training date to trigger the automation on the day of the session.
  3. Automation sends the SMS reminder: You can set up the SMS with personalization tags so that the text feels more specific to the contact. For example, you may want to address the contact by name, mention the trainer’s name again, and list the time of the session.

What do you need to use the SMS client reminders automation recipe?

Just an ActiveCampaign account, a custom field, a contact list, and an ActiveCampaign plan of Plus or above.

9. Fitness: Workout Goals Upsell

On a fitness journey, every little bit of extra help counts. Your contacts might be using your fitness program and loving it, but what else can you do for them to make it an even better customer experience?

The answer to that question lies in observing customer behavior.

If you see that contacts are repeatedly visiting your online shopping pages, that means they are looking for additional resources. Maybe they know what they’re looking for and maybe they have an idea of what they want but not the specific product.

This is your chance to upsell fitness products based on their online page patterns and help them continue their fitness journey with your business.

And you don’t need to carve out extra time to watch their progress. Automation can help take care of that for you! That’s where the Workout Goal Upsell Automation Recipe comes in.

When a contact repeatedly visits a shopping page on your website, this automation recipe sends an upsell message with products and deals tailored to their personal workout goals. The automation uses a tagging system to make sure that an offer is not sent too often.

Before you import this automation, make sure you set up site tracking.

How does the workout goals upsell automation work?

  1. Contact visits a shopping page and triggers the automation: This trigger is set up to activate on a contact’s return visit to your website shop. You can use an asterisk* as a wildcard at the end of the URL or provide a specific page. For example, “/shop/*” could be the condition. You can adjust this URL to what makes sense for your webpage. Make sure you use the same URL for all the conditions. They are set for different numbers of visits to the page.
  2. Automation checks contact progress: To make sure that a contact doesn’t get the same offer with every shop page visit, this IF/ELSE action is looking for a tag to see if the contact has recently gone through the automation. If they have the tag, they will exit the automation. If not, they will continue as normal and then get the tag.
  3. Contacts wait between personalized product upsell offers: Set a wait time between what messages they receive last and what messages are next. You can adjust how long this wait is by adjusting the wait steps after each offer email. If you do adjust them, you may want to rename the currently labeled tag accordingly.
  4. Automation checks custom fields for contact fitness goals: This IF/ELSE is checking a custom field you have set up for what the contact’s fitness goals are so that they can offer products that align with them.
  5. Send workout goals upsell campaign: This campaign sends targeted products and offers to contacts based on their fitness goals. This and the other campaigns are adjustable – you do not have to use the pre-selected example campaigns currently in the automation. The automation continues following the conditions based on how many fitness product upsell messages you want to send. You can add as many product upsell campaigns to this automation as you need. Just make sure to adjust the tag-based wait time to prevent messaging overlap.
  6. Tag removal to prevent resending past campaigns: This action, and the other Remove Tag actions, let contacts re-enter the automation after a certain amount of time.

NOTE: Since this automation is set to run multiple times, the goals of the contact may change over time and their journey at that moment in time will always be dynamic to their interests at that moment

10. Fitness: Guest Pass From Email Forward

There are several channels where your contacts can come from, but one you may not have considered? Your contact’s friends.

And something as simple as an email forward can help you get in touch with them. To help, use the Guest Pass From Email Forward Automation Recipe.

When a contact forwards one of your emails, they may have a friend who is interested in your fitness club. Send the contact an email asking if they would like a guest pass so they can bring their colleague in to check out your facility.

Get more foot traffic through your fitness club’s doors by taking advantage of your current contact connections. Send a guest pass after an email forward with marketing automation.

How does the guest pass from email forward automation work?

Here’s how the guest pass from email forward automation works:

  1. Contact forwards an email and triggers the automation: The trigger can be adjusted to only be for a certain email or certain emails if you have specific ones that show a forward to a friend offer.
  2. Automation sends guest pass email: This message is sent to your contact to incentivize them to bring in their colleague to your fitness club to see if they are interested. You may want to also invite them to a specific class or set them up with a guide.

What do you need to use the guest pass from email forward automation recipe?

Just an ActiveCampaign account and a contact list!

11. Fitness: Target Weight Achieved

How does it feel to reach a fitness goal? Pretty great!

If you know that you appreciate congratulations when you reach a goal, it’s a safe bet that your fitness program contacts do too.

How do you acknowledge the success of your contacts while continuing to motivate them forward through your fitness program?

Easy – with automation.

You can use the Target Weight Achieved Automation Recipe to reward your contacts for achieving their goals with your fitness program.

When a contact meets their goal weight, send them a congratulations email!

Since this is a major milestone, you may want to offer them a deal, give them a chance to re-evaluate their goals, and discuss the next steps in their fitness goals. A notification is also sent to your team to notify them so they can take whatever steps you would like to celebrate.

How does the target weight achieved automation work?

Here’s how the target weight achieved automation recipe works:

  1. Contact reaches a target weight accomplishment and triggers the automation: This trigger could be set to however you measure a contact’s target weight accomplishment or achieving another specific goal. The trigger, like adding a tag or updating a field, is based on a deal reaching a stage after they achieve a fitness goal. Feel free to adjust this trigger accordingly.
  2. Send congratulatory goal weight loss achievement email: This is an email message to your contact to congratulate them on reaching their fitness milestone. This is a big step so you may want to enhance your congratulatory message with a special deal offer or a helpful list of next steps for another fitness goal.
  3. Notify a team member to send a next steps message: Send this notification to the person on your team who will be reaching out to the contact to set new goals. If you’re using a deal, you can use %DEAL_OWNER_EMAIL% to auto-populate and send it to their deal owner.

What do you need to use the target weight achieved automation recipe?

Just an ActiveCampaign account and a contact list!