Associate/Exclude Packages from an Automation

Within your Loyalsnap Automations, you can associate certain packages with an individual Automation. When packages are associated, only clients actively on that package receive the Automation.

When packages are excluded, clients on any other active package except those excluded receive the Automation.

⚠️ Note: The Packages field only appears on automations where targeting by package makes sense. Automations meant for clients who haven’t purchased yet — like Welcome, Lead, and Ghost Client automations — don’t show it, since those clients aren’t on a package. If you don’t see a Packages field on an automation, that’s expected.

Associate Packages to an Automation

1. Open the Automation you want to associate a package with.
2. In the Packages field, choose the package(s) to associate from the drop-down menu.
3. Click Save.

Only clients actively on the selected package(s) will now receive the Automation.

Exclude Packages from an Automation

1. Open the Automation you want to exclude a package from.
2. In the Packages field, choose the package(s) to exclude from the drop-down menu.
3. Check the Exclude Packages box.
4. Click Save.

Clients on any other active package — except the ones you excluded — will now receive the Automation.

⚠️ Note: If no packages are selected, clients on any package or no package at all can both be targeted. This is recommended for automations like post-first-class messages.

Other Targeting Options

Depending on your booking platform and the automation, you may see the same associate/exclude control for other attributes:

• Classes, Contracts, and Challenges — target (or exclude) clients based on a specific class, contract, or challenge, the same way you would with packages.
• Client Status (ClubReady studios) — target clients who have a specific ClubReady status, or use the exclude option to send to everyone except those statuses.

Not every automation shows every option — the fields that appear depend on what your booking platform sends to Loyalsnap and what makes sense for that automation.

Troubleshooting / FAQs

Q: Why don’t I see a Packages field on some automations?

A: The Packages field only appears on automations where package targeting applies. Automations for clients who haven’t purchased yet — like Welcome, Lead, and Ghost Client automations — don’t include it. That’s expected.

Q: What’s the difference between associating and excluding packages?

A: Associating sends the automation only to clients on the selected package(s). Excluding sends it to everyone on an active package except those on the selected package(s).

Q: Can I target by something other than packages?

A: Yes. Some automations also let you associate or exclude Classes, Contracts, Challenges, or — for ClubReady studios — Client Statuses, using the same steps.

If you’re still running into issues, reach out to your Loyalsnap rep or contact [e-mail]