Once you’ve created a new automation in the dashboard, you'll enter the automation editor. This is where you define what happens, when, and in what order. You build the automation step-by-step by clicking on the blue ‘+’ sign to add subsequent actions.
Below is a detailed overview of all available system actions you can use in your automation flow:
Workflow
Delay: Pause the flow for a set period of time (e.g., 2 hours, 1 day) before the next action is executed.
If / Then Branch: Introduce conditional logic. Based on filters set for each branch (e.g., "Has loyalty points ≥ 100"), users are directed down different paths in the automation.
Calculation: Perform simple arithmetic calculations and store the result into a variable which can be used throughout the automation. The calculation can involve contact attribute values.
External
Webhook: Trigger external APIs or services by sending a request with specified data.
Automated Email: Send an automated e-mail, to the contact.
Create
Voucher: Issue a unique voucher code to the contact. Note: if a voucher is already attached to an automated email in the same automation flow, using this action will create 2 voucher codes per contact.
Loyalty Scan: Simulate a scan of the contact’s loyalty card (AKA: give them points). This is commonly used to log a virtual visit or trigger loyalty point accumulation without needing a physical scan.
Prepaid Transaction: Simulate a prepaid transaction.
Internal
Internal Email: Send an email to a staff member or internal team. Typically used for alerts or notifications.
Set Contact Attribute: Update a contact’s attribute directly. Note: It is not possible to update point related attributes directly. Credits, Tier, Total Purchase amount and more can only be adjusted in an automation with the loyalty scan. Custom attributes can be changed with this action.