Manage automated messages for Client Loyalty

From the main menu on the left of your screen, go to Marketing. 

In the left menu panel, select Automations and then click on the Client loyalty tab at the top to view and manage client loyalty automations.

Click on a Client loyalty automation to open its overview.

In the Client loyalty automation overview, click on the Options button in the top right and select Edit from the panel.

In the Setup automation step, review when the client loyalty automation should be triggered. Click on the Next step button in the top right to continue.

1. If you are editing a summary automation, choose how often it is sent and decide when to stop sending it based on client activity. In the Channel overview step, select whether to send updates to clients via Text message, Email, or both.
2. You can click Preview in the top right to see the message format and send yourself a test email.
3. For Email automations, click on the Edit content button to add important information, and then click on the Save button in the top right.

Click on the Save button in the top right to update your Client loyalty automation.

From the main menu at the bottom of your screen, tap the More icon and open Marketing.

Select Automations and tap on the Client loyalty tab at the top to view and manage client loyalty automations.

Tap on a Client loyalty automation to open its overview.

In the Client loyalty automation overview, tap on the Options button in the top right and select Edit.

In the Setup automation step, review when the client loyalty automation should be triggered. Tap on the Next step button at the bottom to continue.

1. If you are editing a summary automation, choose how often it is sent and decide when to stop sending it based on client activity. In the Channel overview step, select whether to send updates to clients via Text message, Email, or both.
2. You can tap on Actions (three dots) at the bottom and select Preview to see the message format and send yourself a test email.
3. For Email automations, tap on the Edit content button to add important information, and then tap on the Save button at the bottom.

Tap on the Save button at the bottom to update your Client loyalty automation.

Open a Client loyalty automation from your Automations.

In the overview, click on the Options button in the top right and choose from:

1. Enable: Follow the steps to enable the automation and choose delivery channels. Click on the Save button.
2. Disable: Stop sending the automation by clicking on the Disable button in the pop-up to confirm.
3. Reset: Restore the automation to its default settings by clicking on the Reset button in the pop-up to confirm.

Open a Client loyalty automation from your Automations.

In the overview, tap on the Options button in the top right and choose from:

1. Enable: Follow the steps to enable the automation and choose delivery channels. Tap on the Save button.
2. Disable: Stop sending the automation by tapping on the Disable button in the pop-up to confirm.
3. Reset: Restore the automation to its default settings by tapping on the Reset button in the pop-up to confirm.