To go to automations in your dashboard, click on ‘Automation'.
Click on ‘New automation’. You can now see an overview of all automation templates.
Click on ‘Start from scratch’ to create a unique automation.
Every automation requires a trigger, which you can select from the drop down labeled ‘Trigger’. These triggers are:
Contact updates
Contact creation
Form submission
Voucher redemption
Referral completion
Form submission approval
Credit reception creation
Digital or physical reward reception
Booking creation and visits
For this example, we’ll choose a credit reception as the trigger.
To add a filter, click on the beginning block and select ‘Filter group’.
To filter based on contact attributes, select ‘Contact’ as the type and the option as ‘Attributes’. From here, you can choose the ‘Attribute’, followed by the ‘Operator’ and ‘Value’. You can also filter based on a credit reception.
Once you have selected your enrollment filters, you can click on the plus sign to create a subsequent action. You can choose to first create an ‘if/then branch’, ‘delay’, or you can select to apply the action immediately.
In this example, we have selected 'Loyalty Scan' as the beginning point of the automation and have set up a delay of 8 hours.
For the if/then branch, this example selects a contact attribute level filter on tier, which means that this workflow will only apply to or enroll customers in the gold tier level.
To apply an action to be executed based on this group of gold tier members, you can either select a calculation, a webhook action, email automation, or creation of the following:
Voucher
Loyalty scan
Redeem Reward
Prepaid transaction
Identifier
Internal email
Set contact attribute
In this example, we select ‘Automated email’ and then select an email already configured in the dashboard.
Some useful options also include configuring a contact attribute based on a certain workflow, which you can determine within the automation.
Another option is to send an internal email based on a workflow, which can be configured once the option is selected.
Once you have completed these steps, you can then review your automation on the ‘Review’ tab and ensure that all of the steps and filters are correct. Once everything is correct, click ‘Activate’ on your automation.
You will now be directed to the overview page of your automation, where you can change the name, re-enrollment settings, execution window, and also look at the amount of times that the automation has run in the past.
Or check out a video here!