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How to add points through an automation
How to add points through an automation

Add points automatically during an automation.

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

How to Add Points Through Automation

  1. Access Automations:

    • Click on ‘Automation'.

  2. Create New Automation:

    • Click on ‘New automation’ and select an appropriate trigger for your automation. You can also apply filters to refine when the automation starts.

  3. Add Action:

    • Click the plus sign to add an action within the automation sequence. Scroll down and choose ‘Loyalty scan’.

  4. Award Points:

    • In the ‘Credits’ field, specify the number of points to award for the desired action.

  5. Apply Loyalty Rules:

    • Toggle ‘Use loyalty rules’ to apply any predefined rules to the loyalty transaction.

  6. Select Shop (Optional):

    • If applicable, choose a specific shop where the points will be awarded under the ‘Shop’ section.

  7. Review and Activate:

    • Navigate to the top of the automation edit page and click on ‘Review’ to review the entire automation setup.

    • Finally, activate the automation by clicking the ‘Activate’ button located at the bottom of the page.

Or check out a video here!

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