You can automate an email action in your dashboard to trigger after a customer completes a transaction. This helps you send timely follow-ups—such as point updates, feedback requests, or general news—without manual effort. It is helpful in the email design to link the customer to website pages, google reviews and other feedback channels.
Create the points update Email design:
Navigate to ‘Marketing’ and then ‘Automated Emails’.
Select ‘New Automated Email’.
Select a template that you want to use as your starting design.
Choose ‘Marketing’ as your email category.
Follow the steps to configure and complete your email design, ensuring you finish with the ‘Publish’ step.
Set Up the Automation:
After designing your email, click on ‘Automation'.
Click on ‘New Automation’.
Choose the ‘Empty Automation ’ template.
On the next step, select the trigger 'credit reception created'
Design the Automation:
Start by clicking on the plus sign to create a subsequent action.
(Optional) Include a delay so the customer does not receive the email right after the purchase
Add another action, and then include an automated email
Choose your email from the list and confirm.
Configure and Activate the Automation:
Review the automation settings and give it a name.
Click ‘Activate’ when you are ready to start the automation.
Adjust Schedule or Re-enrolment Rules:
To change the ‘When’ or ‘Re-enrolment’ rules of the automation, click ‘Back’ when editing the automation page.
Locate the ‘When’ and ‘Re-enrolment’ tabs to adjust these settings as needed.