What are loyalty automations?
Loyalty automations are rules that fire on key moments in a customer's journey and reward them automatically. They run quietly in the background, so you can set them once and trust that customers are being looked after at the right time.
Available automation triggers
Sign up — give a welcome bonus the moment a customer creates their account.
First purchase — reward customers as soon as they place their first order.
Birthday — send a treat coupon at the start of their birthday month.
Anniversary — celebrate one year (or more) since the customer joined.
Order milestone — reward customers at order numbers you choose, such as the tenth or fiftieth.
Setting up an automation
Open the Loyalty section of your dashboard.
Choose Automations.
Click New Automation and pick a trigger.
Choose what the customer receives — bonus points, a coupon code, or a free gift.
Set any timing rules (for example, send the birthday treat one week before the birthday).
Save and switch the automation on.
Reviewing automation activity
The Automation Logs page shows every automation that has fired, who received it, and when. Use the logs to confirm rewards are reaching customers and to spot any rules that need tuning.
Tips
Start with the birthday and first purchase automations — they are the easiest wins.
Make rewards meaningful but sustainable. A free side beats no reward, but giving away a main on every milestone gets expensive.
Combine automations with notification templates so the customer hears about the reward in your voice.