Use the timestamps below to jump to a specific section

• [00:07] What are Automations?: Overview of how automations help drive engagement and save time.

• [00:30] Navigating the Automations dashboard: View active automations, edit existing ones, or add new ones.

• [00:50] Creating, customizing automations, communication: Edit title, assign groups, set points, add images, and personalized messages. 

• [02:14] Activation and delivery options: Enable automation, set frequency, and choose delivery channels.

• [02:19] QR Automations: Let members scan for points and access branded print materials.

Action Steps 🎬    

• Review and update existing automations under Settings > Automations

• Create new automations tailored to birthdays, reviews, welcome messages, and more

• Activate QR automations and use pre-made flyers to streamline office events

Learn More 🔎 

Link to the Help Center article: Automations