Automation
Automate your marketing and more.
By Miles and 1 other2 authors21 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.
- How to see which automations an automated email is used inIf you've created an automated email and want to know which automation(s) are using it, you can easily check this from within the automated email option.
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
- How to Set Up Recurring EmailsRecurring Emails allow you to automatically send emails to customers based on predefined triggers, such as birthdays or customer inactivity.