Here are all the available rules for triggering an automation. To find them in the back office, go to Automations in the left menu, then click Add. In the window that opens, the Rule field lists all available triggers. Rules appear in orange once configured.
1. Unlocked via import
Rule : unlocked a loyalty card via an import
Example : Send a welcome email to introduce the loyalty program
2. Unlocked by the customer themselves
Rule : unlocked a loyalty card by themselves
Example : Send an automatic email to explain the program and its benefits
3. New loyalty card unlocked
Rule : unlocked a loyalty card (at a kiosk or at the register)
Example : Send an email to allow the customer to set their password and discover the program
4. New marketing contact
Rule : new marketing contact
Example : Send a welcome email to any new contact added to your marketing database
5. Prepaid card unlocked
Rule : unlocked a prepaid card
Example : Send a confirmation email with the card usage terms
6. Birthday
Rule : has their birthday in {X} day(s)
Example : Send a special offer a few days before their birthday (e.g. a free muffin)
7. New loyalty gift available
Rule : has a new loyalty gift available
Example : Send an email to encourage the customer to use their gift
8. Global order amount reached
Rule : has reached a total order amount of more than {X} €
Example : At €1,000 in cumulative orders, send a thank-you email or a special offer
9. Order placed
Rule : has placed an order
Example : Send a thank-you or follow-up email (be careful not to over-solicit)
10. Xth order placed
Rule : has placed their {X}th order
Example : At the 50th order, send a loyalty message with an exclusive offer
11. Order inactivity
Rule : has not ordered for more than {X} day(s)
Example : After 30 days without an order, send a re-engagement email with an incentive offer
12. Usable points balance reached
Rule : has reached a balance of {X} usable points
Example : Inform the customer that they can now redeem their points for a reward
13. Total points balance reached
Rule : has reached a total balance of {X} points
Example : At 10,000 cumulative points, send a congratulations email
14. Points earned
Rule : has earned points
Example : Notify the customer each time they earn points (be careful not to over-solicit)
15. Points inactivity
Rule : has not earned any points for {X} day(s)
Example : Re-engage inactive customers with an incentive message
16. Xth reward reached
Rule : has won their {X}th reward
Example : At the 10th reward, send a congratulations message with a special offer
17. Reward inactivity
Rule : has not won a reward for {X} day(s)
Example : Remind the customer about the loyalty program and encourage new orders
18. Reward won
Rule : has won a reward
Example : Send an email explaining how to use the reward
19. Reward redeemed
Rule : has redeemed a reward
Example : Send a thank-you message and encourage a next order
20. High satisfaction score
Rule : has answered a question with a score higher than {X}
Example : Score > 4 → send a thank-you email (the Survey feature must be activated)
21. Low satisfaction score
Rule : has answered a question with a score lower than {X}
Example : Score < 3 → send an email to understand the dissatisfaction (the Survey feature must be activated)