automation

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How to Automatically Give Vouchers to Paid Members

How to Automatically Give Vouchers to Paid Members What Is This? When a customer signs up for one of your paid memberships, you can hand them a welcome voucher (or several) without lifting a finger. P...

Module > Loyalty

How to Set Referral Rewards with Claim Conditions

What Is This? Referrals turn your happy customers into your sales team. When they invite a friend, both sides can earn rewards, points, or credits. You can also add claim conditions — rules that delay...

Module > Loyalty

How to Set Up Auto-Tagging Rules

How to Set Up Auto-Tagging Rules What Is This? Auto-tagging rules automatically add tags to your customers based on their behaviour. Instead of manually tagging hundreds of customers, the system does...

Module > Customers

Birthday Rewards — Automatically Reward Customers on Their Birthday

Birthday Rewards — Automatically Reward Customers on Their Birthday What Is This? Birthday Rewards let you automatically give a reward to every customer during their birthday month. You set it up once...

Module > Rewards

Updated Mar 26, 2026

New Customer Reward — Automatically Welcome New Members with a Reward

New Customer Reward — Automatically Welcome New Members with a Reward What Is This? A New Customer Reward is a reward that gets given to every new customer the moment they sign up for your loyalty pro...

Module > Rewards

Updated Mar 26, 2026

Auto-Assign Rewards by Customer Tag

Auto-Assign Rewards by Customer Tag What Is This? Auto-Assign Rewards by Customer Tag lets you automatically hand out a reward to any customer who has a specific tag. Instead of manually finding tagge...

Module > Rewards

Updated Mar 26, 2026

How to Create a New Customer Campaign

What Is This? A New Customer Campaign is an automated message that goes out to every customer who joins your loyalty programme. It's your digital first impression — a welcome message, a thank-you note...

Module > Campaigns

Updated May 13, 2026

What Are Campaigns and How to Create One

What Is This? Campaigns are automated or manual messages you send to your customers through WhatsApp, SMS, or Email. They help you stay in touch with your customers — welcoming new signups, wishing th...

Module > Campaigns

Updated May 29, 2026

How to Set Up New Customer Reward Automation

How to Set Up New Customer Reward Automation What Is This? When someone joins your loyalty programme, you can automatically give them a reward — no manual work needed. You can also delay it: send the...

Module > Rewards

Updated Mar 26, 2026

Win Back Lost Customers

Win Back Lost Customers What Is This? Win Back is an automated campaign that detects customers who haven't made a purchase in a set number of days, then sends them a personalised message to bring them...

Module > Campaigns

Updated Mar 26, 2026

Membership Day Campaign

Membership Day Campaign What Is This? Membership Day is an automated campaign that sends a promotional message to all your customers on the same day every month. Pick a day, set a discount, and the sy...

Module > Campaigns

Updated Mar 26, 2026

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