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Push automation

Switch on automatic birthday, feedback and next-visit messages.

Where: Mailings, then Push automation.

Automatic messages work in the background. You write the message and set the timing once, and the system sends it to the right customer at the right moment.

  1. Choose the Card at the top. Settings are saved per card.
  2. You see one tile for each automatic message. Use the toggle in the corner of a tile to switch it on or off.
  3. Fill in the tile and click Save.

Birthday congratulations#

Sends a birthday message to a customer.

  • Message: your greeting.
  • Days before birthday: how many days before the birthday the message is sent.
  • Apply to cards: shows which card it applies to.

This only works for customers who gave their date of birth when they signed up.

Feedback collection#

Asks the customer to rate their visit.

  • Message: your request, for example "How was your visit? Tell us in two taps."
  • Hours after the visit: how long to wait after the visit before sending.

Next visit reminder#

Brings customers back when they have gone quiet.

  • Message: for example "We miss you. Your next stamp is waiting."
  • Days after last earned stamp: how many days of no visits before the reminder goes out.
  • Apply to cards: the card it applies to.

Tips#

  • Write like a person, not an ad. "Happy birthday, Sara! A coffee is on us this week." works better than "Birthday promotion".
  • Start with one automation, check how customers react, then add the next.
  • For messages based on other events, see Custom auto-push.