Messages and Campaigns (Automated Notifications)
Looking for the Automations page? It's been replaced. Automated notifications now live inside each program as Messages and Campaigns. Open a program and switch to the Campaigns tab to manage them.
Messages vs. Campaigns
Both are automated — they fire on their own when a condition is met. The difference is what the customer receives:
- Message — a push notification only. Good for reminders, greetings, and gentle nudges.
- Campaign — a push notification plus a reward. The reward can be automatic (add stamps or points), or a message your staff sees on the scanner when the customer visits (e.g. "15% off — birthday").
Both types appear side by side in the Campaigns tab with a small `MESSAGE` or `CAMPAIGN` badge so you can tell them apart.
Where to find them
1. Click Programs in the sidebar.
2. Open the program you want to edit.
3. Switch to the Campaigns tab.
You'll see all the campaigns and messages for that program grouped by trigger type (Always-on, Scheduled, Event-triggered).
How to create one
1. From the Campaigns tab, click + Add Campaign.
2. Pick a template (Birthday, Win-back, Welcome, Weekly) or start from scratch.
3. Choose a trigger — see trigger types below.
4. Configure the reward:
- What should this campaign do? — *Notification only* (a Message) or *Notification + reward* (a Campaign).
- Push notification message — what the customer sees on their phone.
- What appears on the card — optional text shown on the wallet pass.
- What your staff sees — what appears on the scanner when the customer visits (only for rewards).
- Auto-add stamps or points — optional; automatically adds stamps/points when the campaign fires.
- How long is it valid for? — how long the reward stays active.
5. Set eligibility (How often can a customer get this?):
- Once ever — a customer can receive it one time only.
- Once per period — e.g. once every 30 days.
- Every time — unlimited, every time the trigger fires.
6. Set scheduling (hour, minute, customer timezone). Notifications are sent in each customer's local time.
7. Click Save & activate to turn it on, or Save draft to finish later.
Trigger types
Campaigns are grouped into three categories in the picker:
On a date
| Trigger | When it fires |
|---|---|
| Birthday | On a customer's birthday (with day-offset: day before, on the day, or day after) |
| Anniversary | On each customer's signup anniversary |
| Calendar date | Specific dates you pick (e.g. 03-08 for Women's Day, 12-25 for Christmas) |
| Weekly recurring | On specific days of the week (e.g. every Friday) |
Based on behavior
| Trigger | When it fires |
|---|---|
| Winback | When a customer hasn't visited in X days |
| Visit milestone | After a customer reaches N visits (e.g. 10th visit) |
| Balance threshold | When stamps or points reach a certain level |
| Expiration reminder | X days before a customer's card or coupon expires |
After an event
| Trigger | When it fires |
|---|---|
| Welcome | When a new customer adds the card |
| First visit | On the customer's first scan |
| Post visit | A delay after any scan (minutes, hours, or days) |
| Card completed | When a customer fills their stamp card |
| Coupon redeemed | After a customer redeems a coupon |
| Level up | When a customer reaches a new membership level |
Plan availability
| Trigger | Single Location | Multi-Location | Groups & Brands |
|---|---|---|---|
| Birthday | ✓ | ✓ | ✓ |
| All other triggers | — | ✓ | ✓ |
Customers on the free plan can browse the campaign editor but cannot activate a campaign. A crown icon marks any trigger that needs a plan upgrade — clicking it opens the upgrade screen.
Managing campaigns and messages
From the Campaigns tab inside a program you can:
- Activate / Pause — turn a campaign on or off without deleting it.
- Edit — change the reward, timing, or eligibility.
- Delete — remove it permanently.
- View claim stats — see how many customers received it and how many were actually claimed at the counter.