How to Create an Automation in Loyally

Automations in Loyally help you handle repetitive tasks automatically — from sending messages to rewarding customer milestones.
They keep your loyalty program consistent, responsive, and personalized while saving time for your staff.

Use automations to:

• Send welcome messages when customers join your program

• Reward members when they reach specific milestones

• Re-engage inactive customers automatically

• Deliver targeted offers or reminders based on customer behavior

🧰 Before You Begin

Before setting up your first automation, make sure:

• You’ve created at least one loyalty card or customer segment.

• Your email/SMS providers (e.g., SendGrid, Twilio) are connected under Settings → Integrations.

• You have the proper permissions to create or edit automations.

💡 Tip: Create a test customer profile so you can safely simulate triggers and preview how your automation behaves before going live.

🧭 Setting Up an Automation

Follow these steps to create and activate an automation in Loyally:

1⃣ Open the Automations Page

1. Log in to your Loyally Dashboard.

2. Click the Automations tab in the left-hand menu.

2⃣ Create a New Automation

1. Select ‘Create Automation’.

2. Give your automation a clear, descriptive name, like “100 Points Reward Notification” or “Birthday Message Flow.”

3⃣ Choose a Trigger

A Trigger is the event that starts your automation.

Common triggers include:

• 🧾 Customer joins the program

• 🎂 Customer’s birthday

• 💰 Points count reached

• 💳 Card installed or activated

Example:

• If you select Points Count Reached = 100, the automation will start automatically when a customer collects 100 points.

4⃣ Add Filters (Optional)

Filters help refine your trigger so the automation only runs under specific conditions.

Example:

• Trigger only if order total > $50 or customer tag = VIP.

You can stack multiple filters to create precise targeting.

5⃣ Add Conditions (If / Else Logic)

Conditions create branches within your workflow, allowing you to define different paths for different scenarios.

Example:

• If the customer’s bonus balance > 99, send them an email encouraging redemption.

• If bonus balance < 99, send a push notification reminder.

6⃣ Define Actions

Each condition or branch defines what happens when the trigger occurs.
You can combine multiple actions in sequence to create complex, personalized workflows.

⚠ Important:

• Approval (ACL) actions only work for unlimited cards.

• Redemption actions only work for limited cards.

• Always confirm that your selected action is supported by your card type.

Link Messaging Services: If your actions include SMS or emails, ensure your SMS/email provider is connected in settings.

7⃣ Add Wait Delays or Sequences (Optional)

You can space out your actions using delays between steps.
Click the three dots (⋯) next to an action to edit timing.

Example:

• Send a push notification → wait 7 days → send a follow-up email reminder.

8⃣ 🧪 Test Your Automation (Optional)

Before going live, test your automation to ensure it behaves as expected:

1. Use a test customer account.

2. Manually trigger the event (e.g., add 100 points).

3. Check that each action runs correctly (email sent, push received).

4. Review the automation log for confirmation or errors.

💡 Tip: Test simple workflows first before building multi-step sequences.

9⃣ Activate Your Automation

Once your setup is complete:

• Your changes are saved automatically (no Save button needed).

• Click the ▶ Play icon to activate your automation.

• Click ⏸ Pause anytime to temporarily stop it.

🧩 Automation Main Page Overview

The Automations Page provides an overview of all active, paused, and draft automations.

🔘 Shortcut Buttons

Quickly manage your automations with built-in shortcuts:

💡 Tip: Use Copy to create similar automations for different customer groups (e.g., VIP vs. new members).

💡 Example Automations

🧠 Best Practices

• Start simple — use one trigger and one action to begin.

• Use customer milestones (birthdays, anniversaries, point goals) as triggers to boost engagement.

• Combine automations with segments or tags for targeted messaging.

• Regularly monitor your Number of Triggers metric to track performance.

• Review automations monthly to optimize messaging and timing.

✅ Summary

Automations in Loyally make your loyalty program smarter, faster, and more efficient.
By combining triggers, filters, and actions, you can create personalized workflows that engage customers automatically — driving higher retention and customer satisfaction.

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