Overview
Automations let you create multi-step workflows that run automatically when specific customer events happen. For example, when a customer collects 100 points, you can automatically send them a push notification, wait a few days, check if they've spent their points, and then send a follow-up email or reward based on the result.
All changes are saved automatically — there's no save button. You can switch an automation between live and draft mode at any time.
How to create an automation
Navigate to Automations in the left-hand menu.
Click Actions and select Create Automation.
Enter a name for the automation.
Choosing a trigger
Select the trigger that starts the automation. This is the event that activates the workflow.
Available triggers
Customer creation — A new customer is added to the system
Card installation — A customer installs a loyalty card
Customer's birthday — The customer's birthday occurs
Points count reached — The customer reaches a specific point balance (works only with Cashback, Reward, and Gift cards)
Rewards count reached — The customer unlocks a specific number of rewards (works only with Stamp cards)
Used reward count reached — The customer redeems a specific number of rewards (works only with Stamp cards)
After selecting a trigger, choose the card template and configure the trigger value (e.g., 100 points). You can also add filters to narrow which customers activate the trigger.
Trigger filters
Filters let you add conditions to your trigger. For example, the Card bonus balance filter works specifically with Reward cards, allowing you to set conditions based on the customer's current bonus balance.
Adding actions
After the trigger, add one or more actions that the automation should perform.
Available actions
Send push notification — Send a push message to the customer
Send email — Send an email to the customer (requires an email service connected in your settings)
Send SMS — Send an SMS to the customer (requires an SMS service connected in your settings)
Accrual — Add points, stamps, or rewards to the customer's card. Accrual works only for unlimited cards
Redemption — Deduct points, stamps, or rewards from the customer's card. Redemption works only for limited cards
Wait — Pause the automation for a set period (e.g., 7 days) before the next action
Important: For SMS and email actions, you need to have your mailing services (Twilio and/or Mailgun) connected in your account settings.
Adding conditions
Conditions let you create branching logic — sending the automation in different directions based on customer data.
Add a Condition step to your workflow.
Choose what to check: card balance, card status, email, name, gender, or card bonus balance.
Set the comparison (e.g., "greater than 99").
Click Apply.
The automation splits into two paths:
If the condition is true — One set of actions runs (e.g., send an email encouraging them to spend their points)
If the condition is false — A different set of actions runs (e.g., send a thank-you push notification)
You can chain multiple conditions and actions together to create long branching workflows.
Example workflow
Here's an example automation for a cashback card:
Trigger: Points count reached = 100
Action: Send a push notification congratulating the customer and encouraging them to spend their points
Wait: 7 days
Condition: Card bonus balance greater than 99?
If yes (still has points): Send an email reminding them to redeem their points → Wait 2 days → Redeem 10 points automatically
If no (already spent): Send a push notification thanking them
Automation ideas
Here are common business scenarios that automations can solve.
Reward customers when they hit a points milestone
A business owner wants to give customers a bonus when they reach a certain number of points — without the customer needing to spend those points.
Trigger: Points count reached = 2500
Action: Accrual — add bonus points (e.g., 500 extra points as a reward)
Action: Send a push notification: "Congratulations! You've earned 500 bonus points for reaching 2500 points 🎉"
This lets you reward loyalty milestones automatically without deducting from the customer's balance.
Welcome new customers with an onboarding sequence
Introduce new customers to your loyalty programme over their first few days.
Trigger: Card installed
Action: Send push notification: "Welcome! Your first reward is just a few visits away 🎉"
Wait: 1 day
Action: Send push notification: "Did you know you earn points with every purchase? Visit us today!"
Wait: 3 days
Condition: Card bonus balance greater than 0?
If yes: Send push notification thanking them for their first visit
If no: Send push notification with an incentive to visit
Re-engage customers who aren't spending their points
Nudge customers sitting on a large balance to come in and use their rewards.
Trigger: Points count reached = 1000
Action: Send push notification: "You've got 1000 points! That's enough for a free item — come visit us 🎁"
Wait: 7 days
Condition: Card bonus balance greater than 999?
If yes (still hasn't spent): Send email with a reminder and a list of what they can redeem
If no (already spent): Send push notification thanking them
Celebrate stamp milestones with a bonus
On a stamp card, give customers a surprise when they hit a certain number of stamps.
Trigger: Rewards count reached = 1
Action: Send push notification: "You've unlocked your first reward! Show this to our staff to claim it 🏆"
Follow up after a reward is redeemed
Thank customers after they use a reward and encourage their next visit.
Trigger: Used reward count reached = 1
Action: Wait 1 hour
Action: Send push notification: "Thanks for redeeming your reward! Keep collecting for your next one 👋"
Managing automations
Draft vs live mode
Toggle the switch next to any automation to set it to Live (running) or Draft (paused). Draft automations do not trigger.
Launch counter
The counter next to each automation name shows how many times the trigger has been activated — helping you track how actively the automation is being used.
Editing actions
Click the three-dot menu on any action within the workflow to edit its settings (e.g., change a wait period from 7 days to 8 days).
Deleting an automation
From the automations list, click the delete option next to the automation you want to remove.
Auto-save
All changes are saved automatically as you build the workflow. There is no save button — when you click back to the automations list, your work is preserved.
FAQs
Which triggers work with which card types?
Points count reached works with Cashback, Reward, and Gift cards. Rewards count reached and Used reward count reached work only with Stamp cards. Customer creation, card installation, and birthday triggers work with all card types.
Can I create branching workflows?
Yes. Add conditions to check customer data (balance, status, gender, etc.) and the automation splits into two paths — one for when the condition is true, and another for when it's false. You can chain multiple conditions for complex workflows.
Do I need Twilio and Mailgun connected?
Only if your automation includes SMS or email actions. Push notifications work without any additional services.
What's the difference between accrual and redemption in automations?
Accrual adds points, stamps, or rewards to a customer's card and works only with unlimited cards. Redemption deducts them and works only with limited cards.
Are automations saved automatically?
Yes. There's no save button — all actions are saved as you build the workflow.