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.
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[00:30] Navigating the Automations dashboard: View active automations, edit existing ones, or add new ones.
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[00:50] Creating, customizing automations, communication: Edit title, assign groups, set points, add images, and personalized messages.
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[02:14] Activation and delivery options: Enable automation, set frequency, and choose delivery channels.
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[02:19] QR Automations: Let members scan for points and access branded print materials.
Action Steps 🎬
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Review and update existing automations under Settings > Automations
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Create new automations tailored to birthdays, reviews, welcome messages, and more
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Activate QR automations and use pre-made flyers to streamline office events
Learn More 🔎
Link to the Help Center article: Automations
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