Manage automated messages for Client Loyalty
In this guide, you’ll learn how to manage Client Loyalty automated text, WhatsApp, and email messages to update clients on their points, tier progress, and available rewards.
- How Client loyalty automations work
- Edit automated messages for Client loyalty
- Manage Client loyalty automations
How Client loyalty automations work
Once Client loyalty is set up, clients will automatically receive updates about their points and tier progress. You can customize which messages are sent, how they’re delivered (email or text), and when summary updates are triggered. All loyalty messages are logged under Messages history. Here are the automated messages available:
- Earned points summary: Sent regularly to show how many points the client earned during the previous period, their current points balance, and any points set to expire in the next period.
- Achieved loyalty tier: Sent automatically when a client reaches a new tier, outlining the rewards and perks they’ve unlocked.
- Earned rewards summary: Sent regularly to show clients their earned rewards and highlight upcoming expiry dates to encourage usage before they expire.
Edit 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.
- Under Trigger, click on the Edit button and set when the notification should be triggered, then select Apply.
- Under Send an email, click the Actions button to manage your automation settings:
- Edit content: Select Edit content to add important information to your update. You can tick the checkbox to Display the service price, and add any extra details in the Important info field. Click Save in the top-right to apply your changes.
- Preview: See what your clients will receive. From the top menu, click Send test email to preview the message in your own inbox.
- Disable: Select Disable if you don’t want this automation to be sent via email.
- Under Send a message, choose to send the automation via WhatsApp, text message, or both.
- To manage each channel, click on the Actions button next to WhatsApp or text message to Preview the message or Disable that channel.
- To manage each channel, click on the Actions button next to WhatsApp or text message to Preview the message or Disable that channel.
- Use the And/Or toggle between WhatsApp and text to control how the message is sent:
- And: The automation will be sent via both WhatsApp and text message, ensuring the client receives it through channels.
- Or: The automation will first try to send via WhatsApp. If the client doesn’t have WhatsApp or the message cannot be delivered, it will automatically be sent as a text message. You’ll only be charged for the message that’s successfully sent. If the WhatsApp message fails and an text message is sent instead, you’ll only be charged for the text message.
- Click on the Save button in the top right to update your Client loyalty automation.
After editing the automation, clients will receive notifications based on your new settings
Manage Client loyalty automations
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Open a Client loyalty automation from your Automations.
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In the overview, click on the Options button in the top right and choose from:
- Enable: Follow the steps to enable the automation and choose delivery channels. Click on the Save button.
- Disable: Stop sending the automation by clicking on the Disable button in the pop-up to confirm.
- Reset: Restore the automation to its default settings by clicking on the Reset button in the pop-up to confirm.
FAQs
Yes, you can add additional information to email automated messages when setting up. Information cannot be added to text messages due to character and messaging provider limitations.