Automation
Automate your marketing and more.
By Lars1 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
Automated email categoriesAll the different types of automatic emails.
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