--- title: "How to Create an Automation in Loyally" description: "Set up automations in Loyally to trigger personalized messages, rewards, and workflows based on customer behavior — keeping your loyalty program running smoothly and efficiently." url: https://help.loyally.ai/en/articles/111-how-to-create-an-automation-in-loyally collection: "Automations" updated: 2026-08-08 language: en --- # How to Create an Automation in Loyally Set up automations in Loyally to trigger personalized messages, rewards, and workflows based on customer behavior — keeping your loyalty program running smoothly and efficiently. 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. > **Success:** **💡 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**](https://app.loyally.ai/). 2. Click the **Automations** tab in the left-hand menu. ![](https://staticfiles.gleap.io/ghelparticle/PYrYlAKVykj9mEEVXwZEN2Y32CU4ZXRObgHy9dsXdJxCjDDkUjYy5tuPhLsE8y7d1kbeO13PKLF.png) * * * ### 2⃣ Create a New Automation ![](https://staticfiles.gleap.io/gattachments/RdD6v4KYANaqFPEH41pwlcNfaXqZ11dSHwmVcJbkKh81YbxUQYfjLQTcaXsQbO7u9ihVIq5MRXk.gif) 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. ![](https://staticfiles.gleap.io/ghelparticle/kuuvfZotE33SYXptRIVoeuyaY5IPxWFRcsoCynr7AOzdkGZpS92s05xjMFmW1R9J7heBagpDgQc.gif) * * * ### 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. ![](https://staticfiles.gleap.io/ghelparticle/hLtxAC55UpW4eB0JIY3lucZFDLfQsPmh5hEl7eIBZ7yjlJO6kq7zl98gKL9ZgzIy2y8OmCj8RiO.gif) * * * ### 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.

Action Type

Description

Example

Send Email

Sends an email through your connected email provider.

“Congrats on reaching 100 points!”

Send Push Notification

Sends a push message to the customer’s loyalty card.

“You’ve earned a reward — tap to view!”

Add Tag / Update Record

Updates customer data automatically.

Tag customer as “VIP” when spending > $200.

Issue Reward

Grants a bonus or coupon automatically.

Add 10% discount for loyal customers.

Wait (Delay)

Adds a time delay before the next step.

Wait 7 days before sending follow-up.

**⚠ _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. > ![](https://staticfiles.gleap.io/ghelparticle/4xXEQ1aYL4JG3RMVT5GTrsf0PyTSE71q6UQ1cInATYHXYjK7YCy9YtnvlLFaUVZsUFUVxECT6rZ.png) > **Warning:** **Link Messaging Services**: If your actions include **SMS** or **emails**, ensure your SMS/email provider is connected in [settings](https://app.loyally.ai/settings/integrations). * * * ### 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. > **Success:** 💡 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. ![](https://staticfiles.gleap.io/ghelparticle/SpBZW17GIK7DiFXqIKcUyA8v3gU0aZylQeDEee8Ygn6uMwIuVfs4bRYHiJhMdAuNFpL5U3PdHSq.png) * * * ## 🧩 Automation Main Page Overview The **Automations Page** provides an overview of all active, paused, and draft automations.

Field

Description

Name

The title of your automation for easy reference.

Created

The date your automation was created.

Number of Triggers

Shows how many times the automation has run.

Status

Indicates whether it’s Active, Paused, or Draft.

* * * ## 🔘 Shortcut Buttons Quickly manage your automations with built-in shortcuts:

Button

Function

📋 Copy

Duplicate any automation for faster setup of similar workflows.

▶ Play / ⏸ Pause

Start or stop an automation instantly.

🗑 Delete

Remove unused automations to keep your dashboard organized.

> **Success:** **💡 Tip**: Use **Copy** to create similar automations for different customer groups (e.g., VIP vs. new members). * * * ## 💡 Example Automations

Goal

Trigger

Action

Welcome new members

Customer joins program

Send a welcome push + add 5 points

Reward milestones

Points ≥ 100

Send an email: “Congrats! Claim your reward.”

Win back inactive customers

Last visit > 30 days

Send push: “We miss you! Here’s 10% off.”

Birthday rewards

Customer birthday

Automatically send a birthday coupon

* * * ## 🧠 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. * * * ## 🔗 Related Articles [ SMS Setup with Twilio Connect your Twilio account with Loyally.ai to send text messages (sms) to your customers. ](https://help.loyally.ai/en/articles/83-sms-setup-with-twilio.md)[ Email Setup with Mailgun Connect your Mailgun account with Loyally.ai to send email campaigns to your customers. ](https://help.loyally.ai/en/articles/84-email-setup-with-mailgun.md)[ Webhooks Learn how you can add Webhooks using Loyally.ai ](https://help.loyally.ai/en/articles/30-webhooks.md)[ Integrations See how the integrations work ](https://help.loyally.ai/en/articles/29-integrations.md)