Automation
Automate your marketing and more.
By Miles1 author19 articles
Automation Basics
Getting started with automations
- Automation SettingsMake sure your automations run correctly.
- Automation TriggersA run down of all automation triggers
- Assess and Monitor the Success of Your AutomationCheck if your automation runs smoothly and ensure it's performing as expected.
- Automations ExplainedEverything you need to know about automations.
- Automation ActionsAll possible actions in an automation flow
- Automation: Best PracticesTop recommendations for our automations tool!
System Automations
A guide to creating and managing automations
- How to add points through an automationAdd points automatically during an automation.
- How to trigger an automation after a visitAutomate actions after a visit
- How to start an automation after a specific point thresholdActivate a contact automation after a certain number of points are reached.
- How to set a contact attribute through an automationAssign a value to a contact attribute during an automated flow.
Automated E-mails
Automated E-mails
- How to send an email when a customer enters a new TierSend an email to welcome contacts to a new tier.
- Create and automate a birthday emailSet up your program to automatically send an email to a contact or member on their birthday
- Create and automate a welcome emailSet up your program to automatically send an email to a new contact or member
- Create and automate a retention campaignHelp retain customers by sending an email or deal after a set number of inactive days.
- How to send an internal email through an automationSend an email within your organisation during an automated flow.
- Create and automate an email with a point updateHow to automatically send an email after a customer logs a transaction
- How to Send an Email When a Customer Makes Frequent PurchasesSend an email to reward and encourage customers who make frequent purchases.
- How to send an email when a customer unlocks a new rewardSend an email to customer when they have enough credits to unlock a new reward